MCP
Mirador Capital Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
8,637
+4,647
| +116% | +$1.27M | 0.38% | 50 |
|
|
2025
Q1 | $1.07M | Buy |
3,990
+79
| +2% | +$21.2K | 0.19% | 91 |
|
|
2024
Q4 | $1.31M | Buy |
3,911
+481
| +14% | +$161K | 0.24% | 66 |
|
|
2024
Q3 | $939K | Buy |
3,430
+1,246
| +57% | +$341K | 0.17% | 90 |
|
|
2024
Q2 | $561K | Sell |
2,184
-30
| -1% | -$7.71K | 0.11% | 113 |
|
|
2024
Q1 | $667K | Sell |
2,214
-28
| -1% | -$8.43K | 0.13% | 110 |
|
|
2023
Q4 | $590K | Sell |
2,242
-146
| -6% | -$38.4K | 0.12% | 104 |
|
|
2023
Q3 | $484K | Sell |
2,388
-108
| -4% | -$21.9K | 0.11% | 120 |
|
|
2023
Q2 | $527K | Sell |
2,496
-13,825
| -85% | -$2.92M | 0.13% | 118 |
|
|
2023
Q1 | $3.26M | Sell |
16,321
-1,991
| -11% | -$398K | 0.77% | 39 |
|
|
2022
Q4 | $2.43M | Sell |
18,312
-924
| -5% | -$123K | 0.57% | 45 |
|
|
2022
Q3 | $2.77M | Buy |
19,236
+438
| +2% | +$63K | 0.67% | 40 |
|
|
2022
Q2 | $3.1M | Buy |
18,798
+395
| +2% | +$65.2K | 0.73% | 40 |
|
|
2022
Q1 | $3.91M | Buy |
18,403
+776
| +4% | +$165K | 0.79% | 37 |
|
|
2021
Q4 | $4.48M | Sell |
17,627
-3,410
| -16% | -$867K | 0.94% | 31 |
|
|
2021
Q3 | $5.71M | Buy |
21,037
+1,316
| +7% | +$357K | 1.29% | 23 |
|
|
2021
Q2 | $4.82M | Buy |
19,721
+338
| +2% | +$82.6K | 1.09% | 29 |
|
|
2021
Q1 | $4.11M | Buy |
19,383
+2,631
| +16% | +$557K | 1.05% | 34 |
|
|
2020
Q4 | $3.73M | Buy |
16,752
+5,237
| +45% | +$1.17M | 1.02% | 32 |
|
|
2020
Q3 | $2.89M | Buy |
11,515
+85
| +0.7% | +$21.4K | 0.9% | 40 |
|
|
2020
Q2 | $2.14M | Buy |
11,430
+42
| +0.4% | +$7.87K | 0.8% | 42 |
|
|
2020
Q1 | $1.86M | Buy |
11,388
+1,052
| +10% | +$172K | 0.78% | 41 |
|
|
2019
Q4 | $1.68M | Buy |
10,336
+554
| +6% | +$90.1K | 0.68% | 51 |
|
|
2019
Q3 | $1.45M | Buy |
9,782
+7,009
| +253% | +$1.04M | 0.65% | 52 |
|
|
2019
Q2 | $421K | Buy |
+2,773
| New | +$421K | 0.21% | 93 |
|