Sonata Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
1,367
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $367K | Buy |
1,367
+300
| +28% | +$80.5K | 0.16% | 83 |
|
|
2024
Q4 | $357K | Hold |
1,067
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $292K | Sell |
1,067
-500
| -32% | -$137K | 0.12% | 98 |
|
|
2024
Q2 | $403K | Hold |
1,567
| – | – | 0.21% | 61 |
|
|
2024
Q1 | $472K | Hold |
1,567
| – | – | 0.21% | 74 |
|
|
2023
Q4 | $412K | Buy |
1,567
+100
| +7% | +$26.3K | 0.21% | 76 |
|
|
2023
Q3 | $297K | Sell |
1,467
-277
| -16% | -$56.1K | 0.16% | 84 |
|
|
2023
Q2 | $368K | Sell |
1,744
-738
| -30% | -$156K | 0.19% | 75 |
|
|
2023
Q1 | $496K | Hold |
2,482
| – | – | 0.27% | 67 |
|
|
2022
Q4 | $329K | Sell |
2,482
-525
| -17% | -$69.6K | 0.18% | 79 |
|
|
2022
Q3 | $433K | Buy |
3,007
+300
| +11% | +$43.2K | 0.24% | 71 |
|
|
2022
Q2 | $447K | Hold |
2,707
| – | – | 0.23% | 73 |
|
|
2022
Q1 | $575K | Buy |
2,707
+13
| +0.5% | +$2.76K | 0.25% | 65 |
|
|
2021
Q4 | $685K | Buy |
2,694
+275
| +11% | +$69.9K | 0.29% | 66 |
|
|
2021
Q3 | $656K | Sell |
2,419
-916
| -27% | -$248K | 0.29% | 66 |
|
|
2021
Q2 | $815K | Buy |
3,335
+250
| +8% | +$61.1K | 0.37% | 56 |
|
|
2021
Q1 | $654K | Sell |
3,085
-200
| -6% | -$42.4K | 0.31% | 68 |
|
|
2020
Q4 | $731K | Buy |
3,285
+1,635
| +99% | +$364K | 0.36% | 63 |
|
|
2020
Q3 | $415K | Buy |
1,650
+400
| +32% | +$101K | 0.24% | 76 |
|
|
2020
Q2 | $234K | Buy |
+1,250
| New | +$234K | 0.15% | 101 |
|