M Holdings Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
+10,975
| New | +$3M | 0.51% | 46 |
|
|
2024
Q3 | – | Sell |
-9,770
| Closed | -$2.51M | – | 151 |
|
|
2024
Q2 | $2.51M | Buy |
+9,770
| New | +$2.51M | 0.33% | 49 |
|
|
2023
Q2 | – | Sell |
-4,889
| Closed | -$976K | – | 204 |
|
|
2023
Q1 | $976K | Sell |
4,889
-308
| -6% | -$61.5K | 0.1% | 114 |
|
|
2022
Q4 | $689K | Buy |
5,197
+254
| +5% | +$33.7K | 0.07% | 203 |
|
|
2022
Q3 | $711K | Sell |
4,943
-146
| -3% | -$21K | 0.08% | 183 |
|
|
2022
Q2 | $840K | Buy |
5,089
+37
| +0.7% | +$6.11K | 0.09% | 173 |
|
|
2022
Q1 | $1.07M | Buy |
+5,052
| New | +$1.07M | 0.08% | 175 |
|
|
2021
Q2 | – | Sell |
-5,898
| Closed | -$1.25M | – | 286 |
|
|
2021
Q1 | $1.25M | Buy |
+5,898
| New | +$1.25M | 0.11% | 167 |
|
|
2019
Q2 | – | Sell |
-1,461
| Closed | -$231K | – | 198 |
|
|
2019
Q1 | $231K | Buy |
+1,461
| New | +$231K | 0.05% | 321 |
|