MP
McDonald Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
1,745
+103
| +6% | +$28.1K | 0.11% | 178 |
|
|
2025
Q1 | $441K | Buy |
1,642
+844
| +106% | +$227K | 0.11% | 175 |
|
|
2024
Q4 | $267K | Sell |
798
-114
| -13% | -$38.1K | 0.07% | 210 |
|
|
2024
Q3 | $250K | Buy |
912
+11
| +1% | +$3.01K | 0.06% | 217 |
|
|
2024
Q2 | $232K | Sell |
901
-23
| -2% | -$5.92K | 0.06% | 225 |
|
|
2024
Q1 | $278K | Sell |
924
-35
| -4% | -$10.5K | 0.08% | 208 |
|
|
2023
Q4 | $252K | Buy |
+959
| New | +$252K | 0.07% | 204 |
|
|
2023
Q3 | – | Sell |
-979
| Closed | -$207K | – | 230 |
|
|
2023
Q2 | $207K | Sell |
979
-371
| -27% | -$78.4K | 0.06% | 224 |
|
|
2023
Q1 | $270K | Sell |
1,350
-468
| -26% | -$93.5K | 0.09% | 203 |
|
|
2022
Q4 | $241K | Sell |
1,818
-166
| -8% | -$22K | 0.08% | 201 |
|
|
2022
Q3 | $285K | Sell |
1,984
-135
| -6% | -$19.4K | 0.11% | 180 |
|
|
2022
Q2 | $350K | Sell |
2,119
-4
| -0.2% | -$661 | 0.09% | 215 |
|
|
2022
Q1 | $451K | Sell |
2,123
-3,577
| -63% | -$760K | 0.1% | 211 |
|
|
2021
Q4 | $1.45M | Buy |
5,700
+3,706
| +186% | +$942K | 1.34% | 23 |
|
|
2021
Q3 | $541K | Buy |
1,994
+158
| +9% | +$42.9K | 0.13% | 183 |
|
|
2021
Q2 | $448K | Buy |
1,836
+129
| +8% | +$31.5K | 0.11% | 203 |
|
|
2021
Q1 | $362K | Buy |
1,707
+422
| +33% | +$89.5K | 0.09% | 210 |
|
|
2020
Q4 | $286K | Buy |
+1,285
| New | +$286K | 0.08% | 234 |
|