MAI Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
38,159
-11,285
| -23% | -$3.08M | 0.07% | 222 |
|
|
2025
Q1 | $13.3M | Buy |
49,444
+3,363
| +7% | +$902K | 0.1% | 179 |
|
|
2024
Q4 | $15.4M | Buy |
46,081
+6,452
| +16% | +$2.16M | 0.11% | 157 |
|
|
2024
Q3 | $10.8M | Sell |
39,629
-1,903
| -5% | -$521K | 0.1% | 152 |
|
|
2024
Q2 | $10.7M | Buy |
41,532
+2,221
| +6% | +$571K | 0.1% | 150 |
|
|
2024
Q1 | $11.8M | Buy |
39,311
+10,460
| +36% | +$3.15M | 0.12% | 137 |
|
|
2023
Q4 | $7.59M | Buy |
28,851
+2,899
| +11% | +$763K | 0.1% | 163 |
|
|
2023
Q3 | $5.26M | Sell |
25,952
-342
| -1% | -$69.4K | 0.08% | 186 |
|
|
2023
Q2 | $5.55M | Buy |
26,294
+8,356
| +47% | +$1.77M | 0.08% | 183 |
|
|
2023
Q1 | $3.58M | Buy |
17,938
+327
| +2% | +$65.3K | 0.06% | 216 |
|
|
2022
Q4 | $2.34M | Sell |
17,611
-3,763
| -18% | -$499K | 0.04% | 255 |
|
|
2022
Q3 | $3.07M | Sell |
21,374
-358
| -2% | -$51.5K | 0.06% | 207 |
|
|
2022
Q2 | $3.59M | Sell |
21,732
-57,128
| -72% | -$9.43M | 0.07% | 184 |
|
|
2022
Q1 | $16.7M | Buy |
78,860
+15,086
| +24% | +$3.2M | 0.28% | 86 |
|
|
2021
Q4 | $16.2M | Buy |
63,774
+51,159
| +406% | +$13M | 0.26% | 91 |
|
|
2021
Q3 | $3.42M | Buy |
12,615
+7,407
| +142% | +$2.01M | 0.07% | 168 |
|
|
2021
Q2 | $1.27M | Sell |
5,208
-5,395
| -51% | -$1.32M | 0.03% | 306 |
|
|
2021
Q1 | $2.25M | Sell |
10,603
-242
| -2% | -$51.3K | 0.05% | 193 |
|
|
2020
Q4 | $2.41M | Sell |
10,845
-678
| -6% | -$151K | 0.06% | 179 |
|
|
2020
Q3 | $2.9M | Sell |
11,523
-795
| -6% | -$200K | 0.08% | 145 |
|
|
2020
Q2 | $2.31M | Sell |
12,318
-109
| -0.9% | -$20.4K | 0.07% | 154 |
|
|
2020
Q1 | $1.79M | Buy |
12,427
+332
| +3% | +$47.8K | 0.07% | 155 |
|
|
2019
Q4 | $1.97M | Buy |
12,095
+7,427
| +159% | +$1.21M | 0.06% | 178 |
|
|
2019
Q3 | $693K | Sell |
4,668
-8
| -0.2% | -$1.19K | 0.03% | 293 |
|
|
2019
Q2 | $709K | Buy |
4,676
+1,532
| +49% | +$232K | 0.03% | 289 |
|
|
2019
Q1 | $498K | Sell |
3,144
-979
| -24% | -$155K | 0.03% | 288 |
|
|
2018
Q4 | $565K | Buy |
4,123
+60
| +1% | +$8.22K | 0.03% | 278 |
|
|
2018
Q3 | $646K | Sell |
4,063
-104
| -2% | -$16.5K | 0.03% | 276 |
|
|
2018
Q2 | $568K | Sell |
4,167
-121
| -3% | -$16.5K | 0.03% | 281 |
|
|
2018
Q1 | $499K | Sell |
4,288
-313
| -7% | -$36.4K | 0.03% | 289 |
|
|
2017
Q4 | $470K | Buy |
4,601
+123
| +3% | +$12.6K | 0.03% | 295 |
|
|
2017
Q3 | $418K | Sell |
4,478
-200
| -4% | -$18.7K | 0.03% | 295 |
|
|
2017
Q2 | $405K | Sell |
4,678
-911
| -16% | -$78.9K | 0.03% | 298 |
|
|
2017
Q1 | $461K | Sell |
5,589
-3,737
| -40% | -$308K | 0.03% | 272 |
|
|
2016
Q4 | $638K | Sell |
9,326
-1,487
| -14% | -$102K | 0.05% | 235 |
|
|
2016
Q3 | $771K | Buy |
10,813
+622
| +6% | +$44.4K | 0.06% | 205 |
|
|
2016
Q2 | $809K | Sell |
10,191
-546
| -5% | -$43.3K | 0.06% | 206 |
|
|
2016
Q1 | $793K | Buy |
10,737
+533
| +5% | +$39.4K | 0.06% | 210 |
|
|
2015
Q4 | $800K | Buy |
10,204
+291
| +3% | +$22.8K | 0.06% | 208 |
|
|
2015
Q3 | $688K | Sell |
9,913
-519
| -5% | -$36K | 0.05% | 239 |
|
|
2015
Q2 | $726K | Hold |
10,432
| – | – | 0.05% | 249 |
|
|
2015
Q1 | $697K | Buy |
10,432
+144
| +1% | +$9.62K | 0.05% | 258 |
|
|
2014
Q4 | $610K | Buy |
10,288
+174
| +2% | +$10.3K | 0.04% | 269 |
|
|
2014
Q3 | $582K | Hold |
10,114
| – | – | 0.06% | 233 |
|
|
2014
Q2 | $587K | Buy |
10,114
+668
| +7% | +$38.8K | 0.06% | 217 |
|
|
2014
Q1 | $539K | Buy |
9,446
+956
| +11% | +$54.6K | 0.05% | 214 |
|
|
2013
Q4 | $469K | Buy |
8,490
+127
| +2% | +$7.02K | 0.05% | 234 |
|
|
2013
Q3 | $434K | Buy |
8,363
+180
| +2% | +$9.34K | 0.06% | 211 |
|
|
2013
Q2 | $312K | Buy |
+8,183
| New | +$312K | 0.04% | 239 |
|