Meag Munich Ergo’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.5M Buy
159,378
+9,023
+6% +$2.46M 1.23% 37
2025
Q1
$40.3M Buy
150,355
+7,139
+5% +$1.92M 1.19% 38
2024
Q4
$48.1M Buy
143,216
+27,212
+23% +$9.14M 1.52% 29
2024
Q3
$31.8M Buy
116,004
+70,580
+155% +$19.3M 1% 48
2024
Q2
$11.7M Sell
45,424
-16,410
-27% -$4.22M 0.39% 57
2024
Q1
$18.6M Buy
61,834
+55,805
+926% +$16.8M 0.67% 50
2023
Q4
$1.59M Buy
6,029
+4,722
+361% +$1.24M 0.06% 121
2023
Q3
$265K Sell
1,307
-2,042
-61% -$414K 0.01% 137
2023
Q2
$708K Buy
3,349
+2,177
+186% +$460K 0.03% 128
2023
Q1
$234K Sell
1,172
-3,878
-77% -$775K 0.01% 156
2022
Q4
$670K Hold
5,050
0.04% 167
2022
Q3
$726K Sell
5,050
-6,637
-57% -$954K 0.04% 157
2022
Q2
$1.93M Buy
11,687
+5,602
+92% +$925K 0.12% 108
2022
Q1
$1.31M Buy
6,085
+1,634
+37% +$351K 0.09% 123
2021
Q4
$1.14M Buy
4,451
+3,951
+790% +$1.01M 0.08% 111
2021
Q3
$136K Sell
500
-25,337
-98% -$6.89M 0.02% 196
2021
Q2
$6.31M Sell
25,837
-5,589
-18% -$1.37M 0.61% 42
2021
Q1
$6.66M Buy
31,426
+24,738
+370% +$5.24M 0.67% 31
2020
Q4
$1.49M Buy
6,688
+2,665
+66% +$593K 0.34% 87
2020
Q3
$1.01M Sell
4,023
-1,405
-26% -$353K 0.19% 121
2020
Q2
$1.02M Buy
+5,428
New +$1.02M 0.19% 118
2020
Q1
Sell
-13,694
Closed -$2.22M 272
2019
Q4
$2.22M Sell
13,694
-38,119
-74% -$6.19M 0.24% 107
2019
Q3
$7.65M Buy
51,813
+21,467
+71% +$3.17M 0.39% 66
2019
Q2
$4.58M Buy
30,346
+1,098
+4% +$166K 0.36% 69
2019
Q1
$4.54M Buy
+29,248
New +$4.54M 0.37% 68
2018
Q4
Sell
-74,246
Closed -$11.8M 352
2018
Q3
$11.8M Buy
74,246
+38,994
+111% +$6.22M 0.7% 33
2018
Q2
$4.8M Sell
35,252
-7,030
-17% -$958K 0.3% 106
2018
Q1
$4.75M Buy
42,282
+9,584
+29% +$1.08M 0.19% 161
2017
Q4
$3.38M Sell
32,698
-102,218
-76% -$10.6M 0.13% 198
2017
Q3
$12.5M Buy
134,916
+108,229
+406% +$10.1M 0.51% 56
2017
Q2
$2.31M Buy
+26,687
New +$2.31M 0.1% 227
2016
Q3
Sell
-283,027
Closed -$21.8M 261
2016
Q2
$21.8M Hold
283,027
1.98% 11
2016
Q1
$20.9M Buy
283,027
+119,497
+73% +$8.84M 1.08% 23
2015
Q4
$13M Buy
+163,530
New +$13M 0.65% 49