Mather Group’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 | $2.7M | Sell |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $733K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $270K | Buy |
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