MSA
Marino Stram & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
2,425
+22
| +0.9% | +$6K | 0.13% | 101 |
|
|
2025
Q1 | $645K | Buy |
2,403
+146
| +6% | +$39.2K | 0.14% | 101 |
|
|
2024
Q4 | $755K | Buy |
2,257
+120
| +6% | +$40.1K | 0.17% | 97 |
|
|
2024
Q3 | $585K | Hold |
2,137
| – | – | 0.13% | 105 |
|
|
2024
Q2 | $549K | Buy |
2,137
+288
| +16% | +$74K | 0.13% | 102 |
|
|
2024
Q1 | $557K | Buy |
1,849
+327
| +21% | +$98.5K | 0.13% | 107 |
|
|
2023
Q4 | $400K | Buy |
1,522
+10
| +0.7% | +$2.63K | 0.1% | 120 |
|
|
2023
Q3 | $307K | Hold |
1,512
| – | – | 0.09% | 124 |
|
|
2023
Q2 | $319K | Buy |
1,512
+38
| +3% | +$8.03K | 0.09% | 126 |
|
|
2023
Q1 | $294K | Sell |
1,474
-38
| -3% | -$7.59K | 0.09% | 125 |
|
|
2022
Q4 | $200K | Hold |
1,512
| – | – | 0.06% | 146 |
|
|
2022
Q3 | $217K | Buy |
1,512
+100
| +7% | +$14.4K | 0.08% | 129 |
|
|
2022
Q2 | $233K | Hold |
1,412
| – | – | 0.08% | 132 |
|
|
2022
Q1 | $300K | Hold |
1,412
| – | – | 0.09% | 124 |
|
|
2021
Q4 | $359K | Hold |
1,412
| – | – | 0.11% | 118 |
|
|
2021
Q3 | $383K | Sell |
1,412
-20,317
| -94% | -$5.51M | 0.13% | 108 |
|
|
2021
Q2 | $5.31M | Buy |
21,729
+20,577
| +1,786% | +$5.03M | 1.39% | 17 |
|
|
2021
Q1 | $244K | Buy |
+1,152
| New | +$244K | 0.1% | 121 |
|
|
2019
Q2 | – | Sell |
-139
| Closed | -$22K | – | 177 |
|
|
2019
Q1 | $22K | Hold |
139
| – | – | 0.02% | 231 |
|
|
2018
Q4 | $19K | Sell |
139
-72
| -34% | -$9.84K | 0.02% | 217 |
|
|
2018
Q3 | $34K | Hold |
211
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $29K | Buy |
+211
| New | +$29K | 0.03% | 205 |
|