MCM
McRae Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
53,042
+6,975
| +15% | +$1.9M | 2.96% | 13 |
|
|
2025
Q1 | $12.4M | Sell |
46,067
-160
| -0.3% | -$42.9K | 2.61% | 19 |
|
|
2024
Q4 | $15.5M | Buy |
46,227
+3,923
| +9% | +$1.31M | 3.03% | 13 |
|
|
2024
Q3 | $11.6M | Buy |
42,304
+2,652
| +7% | +$726K | 2.26% | 22 |
|
|
2024
Q2 | $10.2M | Buy |
39,652
+11,905
| +43% | +$3.06M | 2.32% | 20 |
|
|
2024
Q1 | $8.36M | Sell |
27,747
-340
| -1% | -$102K | 1.83% | 23 |
|
|
2023
Q4 | $7.39M | Buy |
28,087
+380
| +1% | +$100K | 1.85% | 23 |
|
|
2023
Q3 | $5.62M | Buy |
27,707
+390
| +1% | +$79.1K | 1.66% | 23 |
|
|
2023
Q2 | $5.77M | Buy |
27,317
+495
| +2% | +$105K | 1.64% | 24 |
|
|
2023
Q1 | $5.36M | Sell |
26,822
-55
| -0.2% | -$11K | 1.54% | 25 |
|
|
2022
Q4 | $3.56M | Sell |
26,877
-745
| -3% | -$98.8K | 1.04% | 28 |
|
|
2022
Q3 | $3.97M | Sell |
27,622
-17,225
| -38% | -$2.48M | 1.21% | 27 |
|
|
2022
Q2 | $7.4M | Sell |
44,847
-808
| -2% | -$133K | 2.01% | 21 |
|
|
2022
Q1 | $9.69M | Buy |
+45,655
| New | +$9.69M | 2.19% | 21 |
|