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Sonen Capital LLC

SEC CIK
0001557787
Latest filing
Feb 2, 2024

CRM holding history

Salesforce, Inc. in every 13F filed by Sonen Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q4 2023 holdings

Shares (Q4 2023)
2,636
Value
$693.6K
% of portfolio
1.3%
Quarters held
9
Since Q4 2021
Holdings of CRM by Sonen Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20232,636$693.6K1.3%+317+13.7%AddedHolders
Q3 20232,319$470.2K0.9%00.0%UnchangedHolders
Q2 20232,319$489.9K0.8%−626−21.3%ReducedHolders
Q1 20232,945$588.4K1.0%−1,216−29.2%ReducedHolders
Q4 20224,161$551.7K0.9%−928−18.2%ReducedHolders
Q3 20225,089$732.0K1.2%−1,392−21.5%ReducedHolders
Q2 20226,481$1.07M1.5%+2,167+50.2%AddedHolders
Q1 20224,314$916.0K1.1%+2,434+129.5%AddedHolders
Q4 20211,880$478.0K0.5%–No prior filingHolders