MAG
M3 Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
764
-374
| -33% | -$102K | 0.14% | 139 |
|
|
2025
Q1 | $305K | Sell |
1,138
-632
| -36% | -$170K | 0.24% | 89 |
|
|
2024
Q4 | $592K | Buy |
1,770
+169
| +11% | +$56.5K | 0.42% | 50 |
|
|
2024
Q3 | $438K | Buy |
1,601
+101
| +7% | +$27.6K | 0.32% | 71 |
|
|
2024
Q2 | $386K | Buy |
1,500
+754
| +101% | +$194K | 0.32% | 76 |
|
|
2024
Q1 | $225K | Buy |
+746
| New | +$225K | 0.2% | 113 |
|