Mogy Joel R Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.3M | Sell |
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|
2025
Q2 | $54M | Buy |
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|
2025
Q1 | $53M | Buy |
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|
2024
Q4 | $65.8M | Buy |
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|
2024
Q3 | $53.9M | Buy |
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|
2024
Q2 | $50.3M | Buy |
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|
2024
Q1 | $58.1M | Sell |
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|
2023
Q4 | $51.3M | Sell |
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|
2023
Q3 | $40.1M | Sell |
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|
2023
Q2 | $41.8M | Buy |
|
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|
2023
Q1 | $38.8M | Sell |
|
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $28.1M | Buy |
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|
2022
Q2 | $32.1M | Buy |
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|
2022
Q1 | $41.2M | Sell |
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|
2021
Q4 | $49.4M | Buy |
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|
2021
Q3 | $52.4M | Buy |
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|
2021
Q2 | $46.8M | Buy |
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|
2021
Q1 | $39.9M | Buy |
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|
2020
Q4 | $41M | Buy |
|
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|
2020
Q3 | $46.1M | Sell |
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|
2020
Q2 | $34.8M | Sell |
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|
2020
Q1 | $27M | Sell |
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|
2019
Q4 | $30.6M | Buy |
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|
2019
Q3 | $27.9M | Sell |
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|
2019
Q2 | $28.9M | Buy |
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|
2019
Q1 | $30.1M | Buy |
|
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|
2018
Q4 | $25.7M | Sell |
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|
2018
Q3 | $30M | Buy |
|
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|
2018
Q2 | $25.7M | Buy |
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|
2018
Q1 | $21.9M | Buy |
|
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|
2017
Q4 | $19.2M | Buy |
|
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|
2017
Q3 | $17.3M | Buy |
|
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|
2017
Q2 | $15.5M | Buy |
|
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|
2017
Q1 | $14.5M | Buy |
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|
2016
Q4 | $11.9M | Buy |
|
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|
2016
Q3 | $12.2M | Buy |
|
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|
2016
Q2 | $13.2M | Buy |
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|
2016
Q1 | $12.1M | Buy |
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|
2015
Q4 | $12.7K | Sell |
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|
2015
Q3 | $10.9M | Buy |
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|
2015
Q2 | $9.9M | Buy |
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|
2015
Q1 | $9.32M | Buy |
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|
2014
Q4 | $7.94M | Buy |
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|
2014
Q3 | $7.29M | Buy |
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|
2014
Q2 | $7.36M | Buy |
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|
2014
Q1 | $7.07M | Sell |
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|
2013
Q4 | $6.85M | Sell |
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|
2013
Q3 | $6.46M | Buy |
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|
2013
Q2 | $4.12M | Buy |
|