MGO One Seven’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.34M | Sell |
27,689
-5,056
| -15% | -$889K | 0.07% | 301 |
|
|
2026
Q1 | $6.11M | Sell |
32,745
-4,441
| -12% | -$920K | 0.12% | 198 |
|
|
2025
Q4 | $9.85M | Buy |
37,186
+13,476
| +57% | +$3.35M | 0.2% | 111 |
|
|
2025
Q3 | $5.62M | Sell |
23,710
-6,803
| -22% | -$1.72M | 0.13% | 180 |
|
|
2025
Q2 | $8.32M | Buy |
30,513
+6,817
| +29% | +$1.82M | 0.27% | 84 |
|
|
2025
Q1 | $6.36M | Buy |
23,696
+779
| +3% | +$242K | 0.25% | 98 |
|
|
2024
Q4 | $7.66M | Sell |
22,917
-42
| -0.2% | -$13.4K | 0.29% | 74 |
|
|
2024
Q3 | $6.28M | Buy |
22,959
+4,146
| +22% | +$1.06M | 0.27% | 88 |
|
|
2024
Q2 | $4.84M | Buy |
18,813
+6,675
| +55% | +$1.79M | 0.23% | 105 |
|
|
2024
Q1 | $3.66M | Sell |
12,138
-711
| -6% | -$205K | 0.19% | 130 |
|
|
2023
Q4 | $3.38M | Buy |
12,849
+1,764
| +16% | +$399K | 0.19% | 128 |
|
|
2023
Q3 | $2.25M | Buy |
11,085
+1,296
| +13% | +$280K | 0.17% | 147 |
|
|
2023
Q2 | $2.07M | Sell |
9,789
-1,561
| -14% | -$319K | 0.19% | 130 |
|
|
2023
Q1 | $2.27M | Buy |
11,350
+3,364
| +42% | +$568K | 0.14% | 168 |
|
|
2022
Q4 | $1.06M | Buy |
7,986
+174
| +2% | +$25.4K | 0.11% | 218 |
|
|
2022
Q3 | $2.12M | Sell |
7,812
-48
| -0.6% | -$8.14K | 0.08% | 145 |
|
|
2022
Q2 | $1.3M | Sell |
7,860
-361
| -4% | -$63.8K | 0.18% | 137 |
|
|
2022
Q1 | $1.75M | Sell |
8,221
-6,186
| -43% | -$1.33M | 0.19% | 135 |
|
|
2021
Q4 | $3.66M | Buy |
14,407
+1,059
| +8% | +$298K | 0.38% | 59 |
|
|
2021
Q3 | $4M | Buy |
13,348
+78
| +0.6% | +$19.8K | 0.51% | 41 |
|
|
2021
Q2 | $3.24M | Buy |
13,270
+3,780
| +40% | +$871K | 0.45% | 43 |
|
|
2021
Q1 | $2.01M | Buy |
9,490
+3,157
| +50% | +$703K | 0.35% | 69 |
|
|
2020
Q4 | $1.41M | Sell |
6,333
-201
| -3% | -$48.9K | 0.29% | 84 |
|
|
2020
Q3 | $1.64M | Buy |
6,534
+1,097
| +20% | +$240K | 0.39% | 63 |
|
|
2020
Q2 | $1.02M | Buy |
5,437
+216
| +4% | +$36.4K | 0.26% | 100 |
|
|
2020
Q1 | $751K | Buy |
5,221
+235
| +5% | +$40.3K | 0.26% | 102 |
|
|
2019
Q4 | $810K | Sell |
4,986
-1,401
| -22% | -$220K | 0.21% | 125 |
|
|
2019
Q3 | $948K | Buy |
6,387
+696
| +12% | +$106K | 0.27% | 95 |
|
|
2019
Q2 | $863K | Buy |
5,691
+396
| +7% | +$62.1K | 0.28% | 98 |
|
|
2019
Q1 | $838K | Buy |
5,295
+2,003
| +61% | +$310K | 0.27% | 102 |
|
|
2018
Q4 | $450K | Buy |
3,292
+129
| +4% | +$17.7K | 0.19% | 119 |
|
|
2018
Q3 | $503K | Buy |
+3,163
| New | +$469K | 0.24% | 119 |
|
|
2018
Q1 | $378K | Hold |
3,252
| – | – | 0.17% | 139 |
|
|
2017
Q4 | $332K | Buy |
+3,252
| New | +$331K | 0.15% | 160 |
|
Other funds holding CRM
MGO One Seven's CRM Position: Q2 2026 in Review
MGO One Seven reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $889K and leaving 27,689 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #301.
MGO One Seven first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.85M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- MGO One Seven held 27,689 shares of Salesforce worth $4.34M as of Q2 2026.
- MGO One Seven sold 5,056 Salesforce shares in Q2 2026, an estimated $889K.
- Salesforce made up 0.07% of MGO One Seven's portfolio in Q2 2026, its #301 holding.
- MGO One Seven first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- MGO One Seven's Salesforce position peaked at $9.85M in Q4 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.