Sonen Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $694K | Buy |
2,636
+317
| +14% | +$83.4K | 1.32% | 26 |
|
|
2023
Q3 | $470K | Hold |
2,319
| – | – | 0.92% | 39 |
|
|
2023
Q2 | $490K | Sell |
2,319
-626
| -21% | -$132K | 0.81% | 41 |
|
|
2023
Q1 | $588K | Sell |
2,945
-1,216
| -29% | -$243K | 1% | 30 |
|
|
2022
Q4 | $552K | Sell |
4,161
-928
| -18% | -$123K | 0.9% | 40 |
|
|
2022
Q3 | $732K | Sell |
5,089
-1,392
| -21% | -$200K | 1.19% | 27 |
|
|
2022
Q2 | $1.07M | Buy |
6,481
+2,167
| +50% | +$358K | 1.53% | 15 |
|
|
2022
Q1 | $916K | Buy |
4,314
+2,434
| +129% | +$517K | 1.11% | 29 |
|
|
2021
Q4 | $478K | Buy |
+1,880
| New | +$478K | 0.46% | 73 |
|