MIA
MMBG Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
73,582
+562
| +0.8% | +$153K | 2% | 11 |
|
|
2025
Q1 | $19.6M | Buy |
73,020
+200
| +0.3% | +$53.7K | 2.22% | 10 |
|
|
2024
Q4 | $24.3M | Sell |
72,820
-4,952
| -6% | -$1.66M | 2.59% | 10 |
|
|
2024
Q3 | $21.3M | Buy |
77,772
+1,568
| +2% | +$429K | 2.22% | 10 |
|
|
2024
Q2 | $19.6M | Buy |
76,204
+162
| +0.2% | +$41.7K | 2.1% | 10 |
|
|
2024
Q1 | $22.9M | Sell |
76,042
-497
| -0.6% | -$150K | 2.42% | 9 |
|
|
2023
Q4 | $20.1M | Sell |
76,539
-6,650
| -8% | -$1.75M | 2.37% | 9 |
|
|
2023
Q3 | $16.9M | Sell |
83,189
-150
| -0.2% | -$30.4K | 2.13% | 10 |
|
|
2023
Q2 | $17.7M | Sell |
83,339
-10,690
| -11% | -$2.27M | 2.15% | 10 |
|
|
2023
Q1 | $18.8M | Sell |
94,029
-3,175
| -3% | -$634K | 2.38% | 9 |
|
|
2022
Q4 | $12.9M | Sell |
97,204
-252
| -0.3% | -$33.4K | 1.71% | 15 |
|
|
2022
Q3 | $14M | Buy |
97,456
+2,670
| +3% | +$384K | 1.88% | 13 |
|
|
2022
Q2 | $15.6M | Buy |
94,786
+680
| +0.7% | +$112K | 1.94% | 12 |
|
|
2022
Q1 | $20M | Buy |
94,106
+15,187
| +19% | +$3.22M | 2.08% | 11 |
|
|
2021
Q4 | $20.1M | Buy |
+78,919
| New | +$20.1M | 1.93% | 12 |
|