MJP Associates’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,292
-147
-10% -$40.1K 0.05% 162
2025
Q1
$386K Buy
1,439
+297
+26% +$79.7K 0.07% 142
2024
Q4
$382K Buy
1,142
+411
+56% +$137K 0.07% 139
2024
Q3
$200K Sell
731
-203
-22% -$55.6K 0.04% 206
2024
Q2
$240K Sell
934
-21
-2% -$5.4K 0.05% 196
2024
Q1
$288K Buy
+955
New +$288K 0.06% 179
2022
Q1
Sell
-885
Closed -$226K 161
2021
Q4
$226K Sell
885
-255
-22% -$65.1K 0.07% 143
2021
Q3
$309K Buy
1,140
+51
+5% +$13.8K 0.1% 100
2021
Q2
$266K Sell
1,089
-86
-7% -$21K 0.09% 106
2021
Q1
$249K Sell
1,175
-377
-24% -$79.9K 0.1% 104
2020
Q4
$345K Buy
+1,552
New +$345K 0.15% 81