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Maven Securities’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
248
2024
Q4
Hold
0
347
2024
Q3
Sell
-899
Closed -$231K 361
2024
Q2
$231K Sell
899
-2,719
-75% -$699K 0.01% 244
2024
Q1
$1.09M Sell
3,618
-446
-11% -$134K 0.06% 132
2023
Q4
$1.07M Buy
+4,064
New +$1.07M 0.02% 112
2023
Q3
Sell
-3,916
Closed -$827K 345
2023
Q2
$827K Buy
+3,916
New +$827K 0.01% 142
2023
Q1
Hold
0
274
2022
Q4
Sell
-31,187
Closed -$4.49M 284
2022
Q3
$4.49M Buy
31,187
+6,561
+27% +$944K 0.08% 37
2022
Q2
$4.06M Buy
24,626
+9,760
+66% +$1.61M 0.12% 27
2022
Q1
$3.16M Buy
14,866
+5,883
+65% +$1.25M 0.11% 41
2021
Q4
$2.28M Buy
8,983
+6,262
+230% +$1.59M 0.07% 57
2021
Q3
$738K Sell
2,721
-921
-25% -$250K 0.02% 228
2021
Q2
$890K Buy
+3,642
New +$890K 0.04% 239
2021
Q1
Sell
-8,471
Closed -$1.89M 838
2020
Q4
$1.89M Buy
+8,471
New +$1.89M 0.19% 134
2020
Q3
Hold
0
398
2020
Q2
Sell
-2,203
Closed -$317K 254
2020
Q1
$317K Buy
+2,203
New +$317K 0.04% 97
2019
Q4
Hold
0
190
2018
Q4
Sell
-25,193
Closed -$4.03M 104
2018
Q3
$4.03M Buy
+25,193
New +$4.03M 1.48% 18