Sonata Capital Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Hold
2025
Q1
$367K Buy
2024
Q4
$357K Hold
2024
Q3
$292K Sell
2024
Q2
$403K Hold
2024
Q1
$472K Hold
2023
Q4
$412K Buy
2023
Q3
$297K Sell
2023
Q2
$368K Sell
2023
Q1
$496K Hold
2022
Q4
$329K Sell
2022
Q3
$433K Buy
2022
Q2
$447K Hold
2022
Q1
$575K Buy
2021
Q4
$685K Buy
2021
Q3
$656K Sell
2021
Q2
$815K Buy
2021
Q1
$654K Sell
2020
Q4
$731K Buy
2020
Q3
$415K Buy
2020
Q2
$234K Buy