M&R Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.01M | Sell |
7,342
-149
| -2% | -$38.2K | 0.44% | 46 |
|
|
2024
Q2 | $1.93M | Buy |
7,491
+2,099
| +39% | +$562K | 0.46% | 46 |
|
|
2024
Q1 | $1.62M | Sell |
5,392
-1,061
| -16% | -$306K | 0.4% | 47 |
|
|
2023
Q4 | $1.7M | Sell |
6,453
-954
| -13% | -$216K | 0.42% | 43 |
|
|
2023
Q3 | $1.5M | Buy |
7,407
+901
| +14% | +$195K | 0.41% | 44 |
|
|
2023
Q2 | $1.37M | Buy |
6,506
+1,994
| +44% | +$407K | 0.36% | 50 |
|
|
2023
Q1 | $901K | Buy |
4,512
+2,578
| +133% | +$435K | 0.25% | 60 |
|
|
2022
Q4 | $256K | Sell |
1,934
-205
| -10% | -$29.9K | 0.07% | 122 |
|
|
2022
Q3 | $307K | Sell |
2,139
-4,288
| -67% | -$727K | 0.09% | 109 |
|
|
2022
Q2 | $1.06M | Sell |
6,427
-156
| -2% | -$27.6K | 0.28% | 58 |
|
|
2022
Q1 | $1.4M | Buy |
6,583
+285
| +5% | +$61.3K | 0.3% | 60 |
|
|
2021
Q4 | $1.6M | Buy |
6,298
+1,000
| +19% | +$281K | 0.33% | 55 |
|
|
2021
Q3 | $1.44M | Buy |
5,298
+528
| +11% | +$134K | 0.33% | 56 |
|
|
2021
Q2 | $1.17M | Buy |
4,770
+975
| +26% | +$225K | 0.27% | 63 |
|
|
2021
Q1 | $804K | Buy |
3,795
+70
| +2% | +$15.6K | 0.2% | 69 |
|
|
2020
Q4 | $828K | Buy |
3,725
+440
| +13% | +$107K | 0.19% | 77 |
|
|
2020
Q3 | $825K | Sell |
3,285
-65
| -2% | -$14.2K | 0.2% | 80 |
|
|
2020
Q2 | $627K | Buy |
3,350
+2,165
| +183% | +$365K | 0.17% | 93 |
|
|
2020
Q1 | $170K | Sell |
1,185
-565
| -32% | -$96.9K | 0.05% | 159 |
|
|
2019
Q4 | $284K | Buy |
1,750
+1,000
| +133% | +$157K | 0.06% | 154 |
|
|
2019
Q3 | $111K | Buy |
750
+100
| +15% | +$15.2K | 0.03% | 206 |
|
|
2019
Q2 | $98K | Buy |
650
+300
| +86% | +$47K | 0.02% | 218 |
|
|
2019
Q1 | $58K | Sell |
350
-300
| -46% | -$46.5K | 0.01% | 258 |
|
|
2018
Q4 | $89K | Sell |
650
-1,700
| -72% | -$234K | 0.02% | 214 |
|
|
2018
Q3 | $373K | Sell |
2,350
-500
| -18% | -$74.2K | 0.08% | 142 |
|
|
2018
Q2 | $388K | Buy |
2,850
+1,680
| +144% | +$214K | 0.09% | 142 |
|
|
2018
Q1 | $136K | Sell |
1,170
-500
| -30% | -$57.4K | 0.03% | 212 |
|
|
2017
Q4 | $170K | Buy |
1,670
+125
| +8% | +$12.7K | 0.04% | 196 |
|
|
2017
Q3 | $144K | Hold |
1,545
| – | – | 0.03% | 208 |
|
|
2017
Q2 | $136K | Hold |
1,545
| – | – | 0.03% | 218 |
|
|
2017
Q1 | $127K | Buy |
1,545
+200
| +15% | +$16K | 0.03% | 213 |
|
|
2016
Q4 | $92K | Sell |
1,345
-400
| -23% | -$29K | 0.02% | 224 |
|
|
2016
Q3 | $124K | Buy |
1,745
+245
| +16% | +$19.1K | 0.04% | 198 |
|
|
2016
Q2 | $119K | Buy |
+1,500
| New | +$118K | 0.03% | 201 |
|
Other funds holding CRM
M&R Capital Management's CRM Position: Q3 2024 in Review
M&R Capital Management reduced its Salesforce (CRM) stake by 2% in Q3 2024, selling an estimated $38.2K and leaving 7,342 shares worth $2.01M. The position accounts for 0.44% of the portfolio, ranked #46.
M&R Capital Management first reported a position in CRM in Q2 2016 and has held it in 34 quarters since. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.
- M&R Capital Management held 7,342 shares of Salesforce worth $2.01M as of Q3 2024.
- M&R Capital Management sold 149 Salesforce shares in Q3 2024, an estimated $38.2K.
- Salesforce made up 0.44% of M&R Capital Management's portfolio in Q3 2024, its #46 holding.
- M&R Capital Management first reported a position in Salesforce in Q2 2016 and has held it in 34 quarters since.
- 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.
Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.