A detailed history of Sonen Capital LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sonen Capital LLC holds 2,636 shares of CRM stock, worth $901,564. This represents 1.32% of its overall portfolio holdings.

Number of Shares
2,636
Previous 2,319 13.67%
Holding current value
$901,564
Previous $470,000 47.45%
% of portfolio
1.32%
Previous 0.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

BUY
$196.25 - $267.25 $62,211 - $84,718
317 Added 13.67%
2,636 $693,000
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $118,245 - $139,835
-626 Reduced 21.26%
2,319 $489,000
Q1 2023

May 09, 2023

SELL
$134.8 - $199.78 $163,916 - $242,932
-1,216 Reduced 29.22%
2,945 $588,000
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $118,978 - $153,370
-928 Reduced 18.24%
4,161 $551,000
Q3 2022

Nov 10, 2022

SELL
$143.84 - $191.27 $200,225 - $266,247
-1,392 Reduced 21.48%
5,089 $732,000
Q2 2022

Aug 15, 2022

BUY
$155.6 - $218.85 $337,185 - $474,247
2,167 Added 50.23%
6,481 $1.07 Million
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $463,774 - $621,789
2,434 Added 129.47%
4,314 $916,000
Q4 2021

Feb 10, 2022

BUY
$247.21 - $309.96 $464,754 - $582,724
1,880 New
1,880 $478,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Sonen Capital LLC Portfolio

Follow Sonen Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonen Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonen Capital LLC with notifications on news.