MA
Modus Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
15,226
+430
| +3% | +$117K | 1.23% | 33 |
|
|
2025
Q1 | $3.97M | Buy |
14,796
+390
| +3% | +$105K | 1.3% | 31 |
|
|
2024
Q4 | $4.82M | Buy |
14,406
+59
| +0.4% | +$19.7K | 1.51% | 23 |
|
|
2024
Q3 | $3.93M | Buy |
14,347
+290
| +2% | +$79.4K | 1.29% | 31 |
|
|
2024
Q2 | $3.61M | Buy |
14,057
+1,455
| +12% | +$374K | 1.28% | 31 |
|
|
2024
Q1 | $3.8M | Buy |
12,602
+424
| +3% | +$128K | 1.41% | 30 |
|
|
2023
Q4 | $3.2M | Buy |
12,178
+260
| +2% | +$68.4K | 1.3% | 30 |
|
|
2023
Q3 | $2.42M | Sell |
11,918
-8
| -0.1% | -$1.62K | 1.05% | 39 |
|
|
2023
Q2 | $2.52M | Buy |
11,926
+178
| +2% | +$37.6K | 1.08% | 37 |
|
|
2023
Q1 | $2.35M | Sell |
11,748
-314
| -3% | -$62.7K | 1.08% | 39 |
|
|
2022
Q4 | $1.6M | Buy |
12,062
+2,025
| +20% | +$268K | 0.77% | 49 |
|
|
2022
Q3 | $1.44M | Buy |
10,037
+241
| +2% | +$34.7K | 0.76% | 44 |
|
|
2022
Q2 | $1.62M | Buy |
9,796
+872
| +10% | +$144K | 0.82% | 43 |
|
|
2022
Q1 | $1.9M | Buy |
8,924
+1,148
| +15% | +$244K | 0.83% | 42 |
|
|
2021
Q4 | $1.98M | Sell |
7,776
-291
| -4% | -$73.9K | 0.84% | 39 |
|
|
2021
Q3 | $2.19M | Buy |
8,067
+476
| +6% | +$129K | 0.95% | 35 |
|
|
2021
Q2 | $1.85M | Buy |
7,591
+107
| +1% | +$26.1K | 0.78% | 41 |
|
|
2021
Q1 | $1.59M | Buy |
7,484
+1,236
| +20% | +$262K | 0.73% | 47 |
|
|
2020
Q4 | $1.39M | Buy |
6,248
+1,885
| +43% | +$419K | 0.72% | 47 |
|
|
2020
Q3 | $1.1M | Buy |
4,363
+3,224
| +283% | +$811K | 0.63% | 50 |
|
|
2020
Q2 | $213K | Buy |
+1,139
| New | +$213K | 0.14% | 76 |
|