MCF Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7K | Buy |
138
+44
| +47% | +$12K | ﹤0.01% | 449 |
|
|
2025
Q1 | $25.3K | Sell |
94
-137
| -59% | -$36.8K | ﹤0.01% | 501 |
|
|
2024
Q4 | $77.3K | Buy |
231
+90
| +64% | +$30.1K | 0.01% | 346 |
|
|
2024
Q3 | $38.6K | Buy |
141
+9
| +7% | +$2.47K | ﹤0.01% | 432 |
|
|
2024
Q2 | $33.9K | Buy |
132
+21
| +19% | +$5.4K | ﹤0.01% | 450 |
|
|
2024
Q1 | $33.5K | Sell |
111
-55
| -33% | -$16.6K | ﹤0.01% | 447 |
|
|
2023
Q4 | $43.7K | Buy |
166
+47
| +39% | +$12.4K | ﹤0.01% | 389 |
|
|
2023
Q3 | $24.1K | Buy |
119
+23
| +24% | +$4.66K | ﹤0.01% | 459 |
|
|
2023
Q2 | $20.3K | Buy |
96
+11
| +13% | +$2.32K | ﹤0.01% | 474 |
|
|
2023
Q1 | $17K | Buy |
85
+1
| +1% | +$200 | ﹤0.01% | 497 |
|
|
2022
Q4 | $11.1K | Sell |
84
-39
| -32% | -$5.17K | ﹤0.01% | 521 |
|
|
2022
Q3 | $18K | Hold |
123
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $20K | Sell |
123
-16
| -12% | -$2.6K | ﹤0.01% | 441 |
|
|
2022
Q1 | $30K | Buy |
+139
| New | +$30K | ﹤0.01% | 404 |
|
|
2021
Q4 | – | Sell |
-143
| Closed | -$39K | – | 174 |
|
|
2021
Q3 | $39K | Buy |
+143
| New | +$39K | ﹤0.01% | 331 |
|
|
2020
Q4 | – | Sell |
-164
| Closed | -$41K | – | 466 |
|
|
2020
Q3 | $41K | Buy |
+164
| New | +$41K | 0.01% | 255 |
|
|
2019
Q2 | – | Sell |
-85
| Closed | -$13K | – | 450 |
|
|
2019
Q1 | $13K | Hold |
85
| – | – | ﹤0.01% | 329 |
|
|
2018
Q4 | $12K | Hold |
85
| – | – | ﹤0.01% | 339 |
|
|
2018
Q3 | $14K | Buy |
+85
| New | +$14K | ﹤0.01% | 330 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$6K | – | 518 |
|
|
2017
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 391 |
|
|
2016
Q3 | – | Sell |
-22
| Closed | -$2K | – | 463 |
|
|
2016
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 461 |
|