Sonoma Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-976
| Closed | -$326K | – | 74 |
|
|
2024
Q4 | $326K | Buy |
+976
| New | +$326K | 0.53% | 60 |
|
|
2024
Q2 | – | Sell |
-2,322
| Closed | -$699K | – | 88 |
|
|
2024
Q1 | $699K | Sell |
2,322
-78
| -3% | -$23.5K | 1.13% | 31 |
|
|
2023
Q4 | $632K | Buy |
+2,400
| New | +$632K | 1.05% | 33 |
|