MB, Levis & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Hold |
311
| – | – | 0.04% | 98 |
|
|
2025
Q1 | $83.5K | Hold |
311
| – | – | 0.04% | 98 |
|
|
2024
Q4 | $104K | Hold |
311
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $85.1K | Hold |
311
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $80K | Hold |
311
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $93.7K | Hold |
311
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $81.8K | Hold |
311
| – | – | 0.05% | 90 |
|
|
2023
Q3 | $63.1K | Hold |
311
| – | – | 0.04% | 103 |
|
|
2023
Q2 | $65.7K | Hold |
311
| – | – | 0.04% | 101 |
|
|
2023
Q1 | $62.1K | Hold |
311
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $41.2K | Buy |
+311
| New | +$41.2K | 0.03% | 115 |
|