Mirabella Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
12,126
+375
| +3% | +$102K | 0.34% | 51 |
|
|
2025
Q1 | $3.17M | Buy |
11,751
+10,801
| +1,137% | +$2.92M | 0.13% | 110 |
|
|
2024
Q4 | $318K | Sell |
950
-6,734
| -88% | -$2.25M | 0.03% | 214 |
|
|
2024
Q3 | $2.08M | Sell |
7,684
-145
| -2% | -$39.3K | 0.12% | 99 |
|
|
2024
Q2 | $2.01M | Sell |
7,829
-19,984
| -72% | -$5.14M | 0.15% | 77 |
|
|
2024
Q1 | $8.38M | Buy |
27,813
+18,541
| +200% | +$5.58M | 0.6% | 35 |
|
|
2023
Q4 | $2.44M | Buy |
+9,272
| New | +$2.44M | 0.33% | 68 |
|
|
2023
Q3 | – | Sell |
-6,374
| Closed | -$1.35M | – | 419 |
|
|
2023
Q2 | $1.35M | Buy |
6,374
+1,818
| +40% | +$384K | 0.15% | 165 |
|
|
2023
Q1 | $910K | Sell |
4,556
-14,125
| -76% | -$2.82M | 0.14% | 141 |
|
|
2022
Q4 | $2.48M | Buy |
+18,681
| New | +$2.48M | 0.22% | 75 |
|
|
2022
Q3 | – | Sell |
-12,464
| Closed | -$2.06M | – | 372 |
|
|
2022
Q2 | $2.06M | Sell |
12,464
-1,206
| -9% | -$199K | 0.2% | 118 |
|
|
2022
Q1 | $2.9M | Buy |
+13,670
| New | +$2.9M | 0.32% | 50 |
|
|
2021
Q4 | – | Sell |
-4,623
| Closed | -$1.25M | – | 440 |
|
|
2021
Q3 | $1.25M | Sell |
4,623
-9,886
| -68% | -$2.68M | 0.16% | 145 |
|
|
2021
Q2 | $3.54M | Buy |
14,509
+5,142
| +55% | +$1.26M | 0.63% | 53 |
|
|
2021
Q1 | $1.99M | Sell |
9,367
-7,429
| -44% | -$1.57M | 0.62% | 44 |
|
|
2020
Q4 | $3.74M | Buy |
+16,796
| New | +$3.74M | 0.47% | 82 |
|
|
2020
Q2 | – | Sell |
-6,930
| Closed | -$998K | – | 177 |
|
|
2020
Q1 | $998K | Sell |
6,930
-5,418
| -44% | -$780K | 0.58% | 45 |
|
|
2019
Q4 | $2.01M | Buy |
+12,348
| New | +$2.01M | 0.36% | 67 |
|