Mengis Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
1,090
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $293K | Hold |
1,090
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $364K | Hold |
1,090
| – | – | 0.07% | 152 |
|
|
2024
Q3 | $298K | Sell |
1,090
-9
| -0.8% | -$2.46K | 0.06% | 158 |
|
|
2024
Q2 | $283K | Hold |
1,099
| – | – | 0.06% | 157 |
|
|
2024
Q1 | $331K | Sell |
1,099
-200
| -15% | -$60.2K | 0.05% | 164 |
|
|
2023
Q4 | $342K | Sell |
1,299
-9
| -0.7% | -$2.37K | 0.06% | 142 |
|
|
2023
Q3 | $265K | Sell |
1,308
-2
| -0.2% | -$406 | 0.06% | 147 |
|
|
2023
Q2 | $277K | Sell |
1,310
-200
| -13% | -$42.3K | 0.06% | 150 |
|
|
2023
Q1 | $302K | Hold |
1,510
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $200K | Hold |
1,510
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $217K | Hold |
1,510
| – | – | 0.05% | 155 |
|
|
2022
Q2 | $249K | Hold |
1,510
| – | – | 0.05% | 154 |
|
|
2022
Q1 | $320K | Sell |
1,510
-22
| -1% | -$4.66K | 0.06% | 149 |
|
|
2021
Q4 | $389K | Hold |
1,532
| – | – | 0.07% | 147 |
|
|
2021
Q3 | $415K | Buy |
1,532
+11
| +0.7% | +$2.98K | 0.09% | 142 |
|
|
2021
Q2 | $371K | Sell |
1,521
-90
| -6% | -$22K | 0.08% | 147 |
|
|
2021
Q1 | $341K | Buy |
+1,611
| New | +$341K | 0.08% | 147 |
|