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Sonen Capital’s Salesforce CRM Stock Holding History

Sonen Capital’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$694K Buy
2,636
+317
+14% +$71.7K 1.32% 26
2023
Q3 		$470K Hold
2,319
– – 0.92% 39
2023
Q2 		$490K Sell
2,319
-626
-21% -$128K 0.81% 41
2023
Q1 		$588K Sell
2,945
-1,216
-29% -$205K 1% 30
2022
Q4 		$552K Sell
4,161
-928
-18% -$135K 0.9% 40
2022
Q3 		$732K Sell
5,089
-1,392
-21% -$236K 1.19% 27
2022
Q2 		$1.07M Buy
6,481
+2,167
+50% +$383K 1.53% 15
2022
Q1 		$916K Buy
4,314
+2,434
+129% +$524K 1.11% 29
2021
Q4 		$478K Buy
+1,880
New +$528K 0.46% 73

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonen Capital's CRM Position: Q4 2023 in Review

Sonen Capital increased its Salesforce (CRM) stake by 14% in Q4 2023, buying an estimated $71.7K and bringing the position to 2,636 shares worth $694K. The position accounts for 1.32% of the portfolio, ranked #26.

Sonen Capital first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2022. 2,592 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Sonen Capital held 2,636 shares of Salesforce worth $694K as of Q4 2023.
  • Sonen Capital bought 317 Salesforce shares in Q4 2023, an estimated $71.7K.
  • Salesforce made up 1.32% of Sonen Capital's portfolio in Q4 2023, its #26 holding.
  • Sonen Capital first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
  • Sonen Capital's Salesforce position peaked at $1.07M in Q2 2022.
  • 2,592 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.