MCM
Marsico Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,653
| Closed | -$9.58M | – | 66 |
|
|
2024
Q4 | $9.58M | Buy |
+28,653
| New | +$9.58M | 0.26% | 46 |
|
|
2020
Q4 | – | Sell |
-39,533
| Closed | -$9.94M | – | 89 |
|
|
2020
Q3 | $9.94M | Hold |
39,533
| – | – | 0.28% | 46 |
|
|
2020
Q2 | $7.41M | Sell |
39,533
-805,347
| -95% | -$151M | 0.23% | 44 |
|
|
2020
Q1 | $122M | Sell |
844,880
-142,530
| -14% | -$20.5M | 5.22% | 7 |
|
|
2019
Q4 | $161M | Sell |
987,410
-81,740
| -8% | -$13.3M | 5.73% | 4 |
|
|
2019
Q3 | $159M | Buy |
1,069,150
+1,236
| +0.1% | +$183K | 6.19% | 4 |
|
|
2019
Q2 | $162M | Sell |
1,067,914
-9,153
| -0.8% | -$1.39M | 5.78% | 5 |
|
|
2019
Q1 | $171M | Sell |
1,077,067
-79,459
| -7% | -$12.6M | 6.15% | 5 |
|
|
2018
Q4 | $158M | Buy |
1,156,526
+1,059
| +0.1% | +$145K | 6.68% | 4 |
|
|
2018
Q3 | $184M | Sell |
1,155,467
-219,595
| -16% | -$34.9M | 6.21% | 6 |
|
|
2018
Q2 | $188M | Sell |
1,375,062
-174,366
| -11% | -$23.8M | 6.72% | 3 |
|
|
2018
Q1 | $180M | Sell |
1,549,428
-29,894
| -2% | -$3.48M | 6.77% | 3 |
|
|
2017
Q4 | $161M | Buy |
1,579,322
+875,173
| +124% | +$89.5M | 6.45% | 3 |
|
|
2017
Q3 | $65.8M | Sell |
704,149
-20,049
| -3% | -$1.87M | 2.64% | 13 |
|
|
2017
Q2 | $62.7M | Sell |
724,198
-115,407
| -14% | -$9.99M | 2.62% | 11 |
|
|
2017
Q1 | $69.3M | Sell |
839,605
-250,978
| -23% | -$20.7M | 3% | 10 |
|
|
2016
Q4 | $74.7M | Sell |
1,090,583
-142,881
| -12% | -$9.78M | 3.31% | 10 |
|
|
2016
Q3 | $88M | Sell |
1,233,464
-37,424
| -3% | -$2.67M | 3.29% | 11 |
|
|
2016
Q2 | $101M | Sell |
1,270,888
-385,064
| -23% | -$30.6M | 3.51% | 10 |
|
|
2016
Q1 | $122M | Sell |
1,655,952
-1,299,496
| -44% | -$95.9M | 3.62% | 11 |
|
|
2015
Q4 | $232M | Sell |
2,955,448
-1,281,157
| -30% | -$100M | 4.1% | 6 |
|
|
2015
Q3 | $294M | Buy |
4,236,605
+1,239,036
| +41% | +$86M | 3.06% | 13 |
|
|
2015
Q2 | $209M | Buy |
2,997,569
+1,657,747
| +124% | +$115M | 1.84% | 22 |
|
|
2015
Q1 | $89.5M | Buy |
1,339,822
+751,907
| +128% | +$50.2M | 0.76% | 34 |
|
|
2014
Q4 | $34.9M | Buy |
587,915
+54,622
| +10% | +$3.24M | 0.28% | 42 |
|
|
2014
Q3 | $30.7M | Sell |
533,293
-4,554,293
| -90% | -$262M | 0.24% | 49 |
|
|
2014
Q2 | $295M | Sell |
5,087,586
-939,125
| -16% | -$54.5M | 2.14% | 18 |
|
|
2014
Q1 | $344M | Buy |
6,026,711
+3,314,589
| +122% | +$189M | 2.48% | 16 |
|
|
2013
Q4 | $150M | Buy |
2,712,122
+1,522,609
| +128% | +$84M | 1.06% | 27 |
|
|
2013
Q3 | $61.7M | Buy |
1,189,513
+615,705
| +107% | +$32M | 0.46% | 46 |
|
|
2013
Q2 | $21.9M | Buy |
+573,808
| New | +$21.9M | 0.14% | 69 |
|