Sonen Capital’s Salesforce CRM Stock Holding History

Sonen Capital’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$694K	Buy
2023 Q3	$470K	Hold
2023 Q2	$490K	Sell
2023 Q1	$588K	Sell
2022 Q4	$552K	Sell
2022 Q3	$732K	Sell
2022 Q2	$1.07M	Buy
2022 Q1	$916K	Buy
2021 Q4	$478K	Buy