MIM
Marco Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
55,268
+2,402
| +5% | +$655K | 1.26% | 26 |
|
|
2025
Q1 | $14.2M | Sell |
52,866
-347
| -0.7% | -$93.1K | 1.32% | 25 |
|
|
2024
Q4 | $17.8M | Sell |
53,213
-191
| -0.4% | -$63.9K | 1.54% | 20 |
|
|
2024
Q3 | $14.6M | Buy |
53,404
+806
| +2% | +$221K | 1.26% | 27 |
|
|
2024
Q2 | $13.5M | Buy |
52,598
+2,304
| +5% | +$592K | 1.25% | 27 |
|
|
2024
Q1 | $15.1M | Sell |
50,294
-425
| -0.8% | -$128K | 1.43% | 25 |
|
|
2023
Q4 | $13.3M | Sell |
50,719
-1,698
| -3% | -$447K | 1.37% | 27 |
|
|
2023
Q3 | $10.6M | Buy |
52,417
+217
| +0.4% | +$44K | 1.22% | 27 |
|
|
2023
Q2 | $11M | Sell |
52,200
-98
| -0.2% | -$20.7K | 1.19% | 26 |
|
|
2023
Q1 | $10.4M | Sell |
52,298
-675
| -1% | -$135K | 1.18% | 25 |
|
|
2022
Q4 | $7.02M | Sell |
52,973
-4,590
| -8% | -$609K | 0.82% | 38 |
|
|
2022
Q3 | $8.28M | Buy |
57,563
+3,980
| +7% | +$572K | 1.05% | 29 |
|
|
2022
Q2 | $8.84M | Buy |
53,583
+1,924
| +4% | +$318K | 1.03% | 30 |
|
|
2022
Q1 | $11M | Buy |
51,659
+11,928
| +30% | +$2.53M | 1.11% | 28 |
|
|
2021
Q4 | $10.1M | Buy |
39,731
+3,242
| +9% | +$824K | 0.99% | 34 |
|
|
2021
Q3 | $9.9M | Sell |
36,489
-881
| -2% | -$239K | 1.09% | 29 |
|
|
2021
Q2 | $9.13M | Buy |
37,370
+2,295
| +7% | +$561K | 1.06% | 30 |
|
|
2021
Q1 | $7.43M | Buy |
35,075
+1,960
| +6% | +$415K | 0.97% | 32 |
|
|
2020
Q4 | $7.37M | Buy |
33,115
+506
| +2% | +$113K | 1.06% | 30 |
|
|
2020
Q3 | $8.2M | Buy |
32,609
+539
| +2% | +$135K | 1.34% | 25 |
|
|
2020
Q2 | $6.01M | Sell |
32,070
-220
| -0.7% | -$41.2K | 1.1% | 32 |
|
|
2020
Q1 | $4.65M | Buy |
32,290
+4,593
| +17% | +$661K | 0.99% | 36 |
|
|
2019
Q4 | $4.51M | Sell |
27,697
-463
| -2% | -$75.3K | 0.7% | 44 |
|
|
2019
Q3 | $4.18M | Buy |
28,160
+4,620
| +20% | +$686K | 0.71% | 44 |
|
|
2019
Q2 | $3.57M | Buy |
23,540
+20,445
| +661% | +$3.1M | 0.64% | 48 |
|
|
2019
Q1 | $490K | Buy |
+3,095
| New | +$490K | 0.09% | 125 |
|