Resonate Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,386
| Closed | -$1.38M | – | 21 |
|
|
2022
Q4 | $1.38M | Sell |
10,386
-1,134
| -10% | -$150K | 2.25% | 17 |
|
|
2022
Q3 | $1.66M | Sell |
11,520
-340
| -3% | -$48.9K | 2.47% | 16 |
|
|
2022
Q2 | $1.96M | Buy |
11,860
+1,579
| +15% | +$261K | 2.17% | 16 |
|
|
2022
Q1 | $2.18M | Buy |
10,281
+977
| +11% | +$207K | 1.94% | 18 |
|
|
2021
Q4 | $2.36M | Buy |
+9,304
| New | +$2.36M | 2.06% | 16 |
|