Prana Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47,754
| Closed | -$12.8M | – | 112 |
|
|
2025
Q1 | $12.8M | Buy |
47,754
+17,434
| +58% | +$4.68M | 0.52% | 45 |
|
|
2024
Q4 | $10.1M | Buy |
30,320
+27,253
| +889% | +$9.11M | 0.48% | 44 |
|
|
2024
Q3 | $839K | Sell |
3,067
-4,288
| -58% | -$1.17M | 0.04% | 80 |
|
|
2024
Q2 | $1.89M | Sell |
7,355
-2,236
| -23% | -$575K | 0.09% | 80 |
|
|
2024
Q1 | $2.89M | Buy |
+9,591
| New | +$2.89M | 0.13% | 69 |
|
|
2023
Q4 | – | Sell |
-7,556
| Closed | -$1.53M | – | 92 |
|
|
2023
Q3 | $1.53M | Sell |
7,556
-633
| -8% | -$128K | 0.1% | 75 |
|
|
2023
Q2 | $1.73M | Buy |
8,189
+5,926
| +262% | +$1.25M | 0.12% | 71 |
|
|
2023
Q1 | $452K | Buy |
+2,263
| New | +$452K | 0.04% | 77 |
|
|
2022
Q4 | – | Sell |
-22,497
| Closed | -$3.24M | – | 97 |
|
|
2022
Q3 | $3.24M | Buy |
22,497
+16,542
| +278% | +$2.38M | 0.22% | 59 |
|
|
2022
Q2 | $983K | Buy |
+5,955
| New | +$983K | 0.07% | 75 |
|