MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $7.59M | Buy |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $5.55M | Buy |
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|
2023
Q1 | $3.58M | Buy |
|
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.59M | Sell |
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|
2022
Q1 | $16.7M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.9M | Sell |
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|
2020
Q2 | $2.31M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $693K | Sell |
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|
2019
Q2 | $709K | Buy |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $565K | Buy |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $568K | Sell |
|
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $470K | Buy |
|
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|
2017
Q3 | $418K | Sell |
|
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|
2017
Q2 | $405K | Sell |
|
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|
2017
Q1 | $461K | Sell |
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|
2016
Q4 | $638K | Sell |
|
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|
2016
Q3 | $771K | Buy |
|
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|
2016
Q2 | $809K | Sell |
|
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|
2016
Q1 | $793K | Buy |
|
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|
2015
Q4 | $800K | Buy |
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|
2015
Q3 | $688K | Sell |
|
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|
2015
Q2 | $726K | Hold |
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|
2015
Q1 | $697K | Buy |
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|
2014
Q4 | $610K | Buy |
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|
2014
Q3 | $582K | Hold |
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|
2014
Q2 | $587K | Buy |
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|
2014
Q1 | $539K | Buy |
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|
2013
Q4 | $469K | Buy |
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|
2013
Q3 | $434K | Buy |
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|
2013
Q2 | $312K | Buy |
|