Mengis Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $298K | Sell |
|
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $331K | Sell |
|
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $302K | Hold |
|
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $341K | Buy |
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