MRCM
M&R Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.01M | Sell |
7,342
-149
| -2% | -$40.8K | 0.44% | 46 |
|
|
2024
Q2 | $1.93M | Buy |
7,491
+2,099
| +39% | +$540K | 0.46% | 46 |
|
|
2024
Q1 | $1.62M | Sell |
5,392
-1,061
| -16% | -$320K | 0.4% | 47 |
|
|
2023
Q4 | $1.7M | Sell |
6,453
-954
| -13% | -$251K | 0.42% | 43 |
|
|
2023
Q3 | $1.5M | Buy |
7,407
+901
| +14% | +$183K | 0.41% | 44 |
|
|
2023
Q2 | $1.37M | Buy |
6,506
+1,994
| +44% | +$421K | 0.36% | 50 |
|
|
2023
Q1 | $901K | Buy |
4,512
+2,578
| +133% | +$515K | 0.25% | 60 |
|
|
2022
Q4 | $256K | Sell |
1,934
-205
| -10% | -$27.2K | 0.07% | 122 |
|
|
2022
Q3 | $307K | Sell |
2,139
-4,288
| -67% | -$615K | 0.09% | 109 |
|
|
2022
Q2 | $1.06M | Sell |
6,427
-156
| -2% | -$25.7K | 0.28% | 58 |
|
|
2022
Q1 | $1.4M | Buy |
6,583
+285
| +5% | +$60.5K | 0.3% | 60 |
|
|
2021
Q4 | $1.6M | Buy |
6,298
+1,000
| +19% | +$254K | 0.33% | 55 |
|
|
2021
Q3 | $1.44M | Buy |
5,298
+528
| +11% | +$143K | 0.33% | 56 |
|
|
2021
Q2 | $1.17M | Buy |
4,770
+975
| +26% | +$238K | 0.27% | 63 |
|
|
2021
Q1 | $804K | Buy |
3,795
+70
| +2% | +$14.8K | 0.2% | 69 |
|
|
2020
Q4 | $828K | Buy |
3,725
+440
| +13% | +$97.8K | 0.19% | 77 |
|
|
2020
Q3 | $825K | Sell |
3,285
-65
| -2% | -$16.3K | 0.2% | 80 |
|
|
2020
Q2 | $627K | Buy |
3,350
+2,165
| +183% | +$405K | 0.17% | 93 |
|
|
2020
Q1 | $170K | Sell |
1,185
-565
| -32% | -$81.1K | 0.05% | 159 |
|
|
2019
Q4 | $284K | Buy |
1,750
+1,000
| +133% | +$162K | 0.06% | 154 |
|
|
2019
Q3 | $111K | Buy |
750
+100
| +15% | +$14.8K | 0.03% | 206 |
|
|
2019
Q2 | $98K | Buy |
650
+300
| +86% | +$45.2K | 0.02% | 218 |
|
|
2019
Q1 | $58K | Sell |
350
-300
| -46% | -$49.7K | 0.01% | 258 |
|
|
2018
Q4 | $89K | Sell |
650
-1,700
| -72% | -$233K | 0.02% | 214 |
|
|
2018
Q3 | $373K | Sell |
2,350
-500
| -18% | -$79.4K | 0.08% | 142 |
|
|
2018
Q2 | $388K | Buy |
2,850
+1,680
| +144% | +$229K | 0.09% | 142 |
|
|
2018
Q1 | $136K | Sell |
1,170
-500
| -30% | -$58.1K | 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% | +$16.4K | 0.03% | 213 |
|
|
2016
Q4 | $92K | Sell |
1,345
-400
| -23% | -$27.4K | 0.02% | 224 |
|
|
2016
Q3 | $124K | Buy |
1,745
+245
| +16% | +$17.4K | 0.04% | 198 |
|
|
2016
Q2 | $119K | Buy |
+1,500
| New | +$119K | 0.03% | 201 |
|