Magnolia Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,939
-146
| -4% | -$39.8K | 0.27% | 96 |
|
|
2025
Q1 | $1.1M | Buy |
4,085
+130
| +3% | +$34.9K | 0.3% | 88 |
|
|
2024
Q4 | $1.32M | Buy |
3,955
+1,549
| +64% | +$518K | 0.34% | 78 |
|
|
2024
Q3 | $659K | Buy |
2,406
+13
| +0.5% | +$3.56K | 0.33% | 82 |
|
|
2024
Q2 | $615K | Sell |
2,393
-1,532
| -39% | -$394K | 0.34% | 77 |
|
|
2024
Q1 | $1.06M | Buy |
3,925
+656
| +20% | +$177K | 0.89% | 37 |
|
|
2023
Q4 | $941K | Sell |
3,269
-14
| -0.4% | -$4.03K | 0.69% | 44 |
|
|
2023
Q3 | $654K | Buy |
3,283
+7
| +0.2% | +$1.4K | 0.63% | 37 |
|
|
2023
Q2 | $692K | Buy |
3,276
+195
| +6% | +$41.2K | 0.35% | 68 |
|
|
2023
Q1 | $616K | Buy |
3,081
+244
| +9% | +$48.7K | 0.32% | 74 |
|
|
2022
Q4 | $376K | Buy |
2,837
+256
| +10% | +$33.9K | 0.25% | 97 |
|
|
2022
Q3 | $371K | Sell |
2,581
-111
| -4% | -$16K | 0.31% | 86 |
|
|
2022
Q2 | $444K | Sell |
2,692
-1,605
| -37% | -$265K | 0.4% | 78 |
|
|
2022
Q1 | $912K | Buy |
4,297
+169
| +4% | +$35.9K | 0.36% | 78 |
|
|
2021
Q4 | $1.05M | Buy |
4,128
+42
| +1% | +$10.7K | 0.31% | 72 |
|
|
2021
Q3 | $1.11M | Buy |
4,086
+1,811
| +80% | +$491K | 0.39% | 69 |
|
|
2021
Q2 | $556K | Buy |
2,275
+97
| +4% | +$23.7K | 0.25% | 79 |
|
|
2021
Q1 | $461K | Buy |
+2,178
| New | +$461K | 0.91% | 37 |
|