MCM
Mainstay Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
11,534
+5,961
| +107% | +$1.63M | 0.16% | 55 |
|
|
2025
Q1 | $1.5M | Sell |
5,573
-81
| -1% | -$21.7K | 0.21% | 47 |
|
|
2024
Q4 | $1.89M | Buy |
5,654
+189
| +3% | +$63.2K | 0.29% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
5,465
+332
| +6% | +$90.9K | 0.25% | 41 |
|
|
2024
Q2 | $1.32M | Buy |
5,133
+343
| +7% | +$88.2K | 0.23% | 41 |
|
|
2024
Q1 | $1.44M | Sell |
4,790
-676
| -12% | -$204K | 0.27% | 36 |
|
|
2023
Q4 | $1.44M | Buy |
5,466
+941
| +21% | +$248K | 0.27% | 32 |
|
|
2023
Q3 | $918K | Sell |
4,525
-1,088
| -19% | -$221K | 0.19% | 43 |
|
|
2023
Q2 | $1.19M | Sell |
5,613
-230
| -4% | -$48.6K | 0.21% | 44 |
|
|
2023
Q1 | $1.17M | Sell |
5,843
-183
| -3% | -$36.6K | 0.23% | 42 |
|
|
2022
Q4 | $799K | Sell |
6,026
-320
| -5% | -$42.4K | 0.18% | 61 |
|
|
2022
Q3 | $913K | Sell |
6,346
-115
| -2% | -$16.5K | 0.23% | 56 |
|
|
2022
Q2 | $1.07M | Buy |
6,461
+599
| +10% | +$98.9K | 0.25% | 49 |
|
|
2022
Q1 | $1.25M | Buy |
5,862
+42
| +0.7% | +$8.92K | 0.23% | 51 |
|
|
2021
Q4 | $1.48M | Sell |
5,820
-1,788
| -24% | -$454K | 0.45% | 43 |
|
|
2021
Q3 | $2.06M | Buy |
7,608
+1,476
| +24% | +$400K | 1.18% | 15 |
|
|
2021
Q2 | $1.5M | Sell |
6,132
-460
| -7% | -$112K | 0.35% | 40 |
|
|
2021
Q1 | $1.4M | Sell |
6,592
-330
| -5% | -$69.9K | 0.43% | 45 |
|
|
2020
Q4 | $1.54M | Buy |
6,922
+31
| +0.4% | +$6.9K | 0.45% | 41 |
|
|
2020
Q3 | $1.73M | Sell |
6,891
-2,390
| -26% | -$601K | 0.45% | 22 |
|
|
2020
Q2 | $1.74M | Buy |
9,281
+183
| +2% | +$34.3K | 0.51% | 26 |
|
|
2020
Q1 | $1.25M | Sell |
9,098
-583
| -6% | -$80.3K | 0.4% | 32 |
|
|
2019
Q4 | $1.57M | Sell |
9,681
-110
| -1% | -$17.9K | 0.36% | 44 |
|
|
2019
Q3 | $1.45M | Buy |
9,791
+615
| +7% | +$91.3K | 0.8% | 38 |
|
|
2019
Q2 | $1.39M | Buy |
9,176
+1,724
| +23% | +$262K | 0.73% | 35 |
|
|
2019
Q1 | $1.18M | Sell |
7,452
-1,505
| -17% | -$239K | 0.91% | 36 |
|
|
2018
Q4 | $1.21M | Buy |
8,957
+442
| +5% | +$59.9K | 0.88% | 28 |
|
|
2018
Q3 | $1.36M | Sell |
8,515
-279
| -3% | -$44.4K | 0.86% | 34 |
|
|
2018
Q2 | $1.2M | Sell |
8,794
-3,153
| -26% | -$430K | 0.95% | 27 |
|
|
2018
Q1 | $1.39M | Buy |
11,947
+1,438
| +14% | +$167K | 1.06% | 28 |
|
|
2017
Q4 | $1.07M | Buy |
+10,509
| New | +$1.07M | 0.89% | 29 |
|