9 months ago
CRM
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Confluent IncCFLT | +47.72% | $17.75 | $26.22 | 2023-11-03 - 2024-11-01 | Buy |
Intuit IncINTU | +14.61% | $585.38 | $670.93 | 2025-04-17 - 2025-12-12 | Buy |
Autodesk IncADSK | +14.20% | $260.62 | $297.64 | 2025-03-17 - 2025-12-12 | Buy |
Dynatrace IncDT | +10.68% | $45.52 | $50.38 | 2024-03-18 - 2025-03-17 | Buy |
Gitlab IncGTLB | +0.60% | $61.42 | $61.79 | 2024-03-06 - 2025-03-05 | Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Asana IncASAN | 4 | Hold | $16.50 | +14.98% | Maintains | 6 months ago |
Zoom Communications IncZM | 2 | Hold | $85.00 | -5.05% | Maintains | 7 months ago |
Mondaycom LtdMNDY | 4 | Buy | $330.00 | +110.27% | Maintains | 7 months ago |
Servicenow IncNOW | 1 | Buy | $1,075.00 | +24.27% | Maintains | 8 months ago |
Intuit IncINTU | 3 | Buy | $700.00 | +4.33% | Upgrades | 8 months ago |
Paylocity Holding CorpPCTY | 1 | Hold | $190.00 | +25.92% | Initiates Coverage On | 8 months ago |
Workday IncWDAY | 3 | Buy | $305.00 | +35.86% | Maintains | 9 months ago |
Dayforce IncDAY | 3 | Hold | $55.00 | -20.59% | Maintains | 9 months ago |
Salesforce IncCRM | 4 | Buy | $345.00 | +31.56% | Maintains | 9 months ago |
Autodesk IncADSK | 2 | Buy | $315.00 | +5.83% | Maintains | 9 months ago |
Sprinklr IncCXM | 2 | Hold | $9.00 | +12.08% | Maintains | 9 months ago |
Veeva Systems IncVEEV | 3 | Hold | $245.00 | +9.74% | Maintains | 9 months ago |
Zoominfo Technologies IncGTM | 2 | Hold | $11.00 | +10.44% | Maintains | 10 months ago |
Sprout Social IncSPT | 1 | Hold | $25.00 | +126.45% | Maintains | 10 months ago |
Dynatrace IncDT | 1 | Buy | $60.00 | N/A | Initiates Coverage On | 2 years ago |
Gitlab IncGTLB | 1 | Buy | $75.00 | N/A | Upgrades | 2 years ago |
Confluent IncCFLT | 1 | Buy | $21.00 | N/A | Upgrades | 2 years ago |