Mogy Joel R Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Buy |
197,994
+459
| +0.2% | +$125K | 3.12% | 13 |
|
|
2025
Q1 | $53M | Buy |
197,535
+584
| +0.3% | +$157K | 3.42% | 10 |
|
|
2024
Q4 | $65.8M | Buy |
196,951
+55
| +0% | +$18.4K | 3.91% | 7 |
|
|
2024
Q3 | $53.9M | Buy |
196,896
+1,074
| +0.5% | +$294K | 3.3% | 9 |
|
|
2024
Q2 | $50.3M | Buy |
195,822
+3,045
| +2% | +$783K | 3.19% | 10 |
|
|
2024
Q1 | $58.1M | Sell |
192,777
-2,018
| -1% | -$608K | 3.95% | 6 |
|
|
2023
Q4 | $51.3M | Sell |
194,795
-2,962
| -1% | -$779K | 3.87% | 6 |
|
|
2023
Q3 | $40.1M | Sell |
197,757
-39
| -0% | -$7.91K | 3.37% | 10 |
|
|
2023
Q2 | $41.8M | Buy |
197,796
+3,580
| +2% | +$756K | 3.32% | 9 |
|
|
2023
Q1 | $38.8M | Sell |
194,216
-2,573
| -1% | -$514K | 3.44% | 7 |
|
|
2022
Q4 | $26.1M | Buy |
196,789
+1,684
| +0.9% | +$223K | 2.61% | 14 |
|
|
2022
Q3 | $28.1M | Buy |
195,105
+523
| +0.3% | +$75.2K | 2.94% | 12 |
|
|
2022
Q2 | $32.1M | Buy |
194,582
+532
| +0.3% | +$87.8K | 3.16% | 10 |
|
|
2022
Q1 | $41.2M | Sell |
194,050
-532
| -0.3% | -$113K | 3.26% | 9 |
|
|
2021
Q4 | $49.4M | Buy |
194,582
+1,398
| +0.7% | +$355K | 3.54% | 7 |
|
|
2021
Q3 | $52.4M | Buy |
193,184
+1,445
| +0.8% | +$392K | 4.29% | 5 |
|
|
2021
Q2 | $46.8M | Buy |
191,739
+3,233
| +2% | +$790K | 3.96% | 5 |
|
|
2021
Q1 | $39.9M | Buy |
188,506
+4,410
| +2% | +$934K | 3.84% | 6 |
|
|
2020
Q4 | $41M | Buy |
184,096
+500
| +0.3% | +$111K | 4.05% | 5 |
|
|
2020
Q3 | $46.1M | Sell |
183,596
-2,167
| -1% | -$545K | 4.97% | 4 |
|
|
2020
Q2 | $34.8M | Sell |
185,763
-1,849
| -1% | -$346K | 4.16% | 5 |
|
|
2020
Q1 | $27M | Sell |
187,612
-615
| -0.3% | -$88.5K | 3.84% | 7 |
|
|
2019
Q4 | $30.6M | Buy |
188,227
+370
| +0.2% | +$60.2K | 3.67% | 8 |
|
|
2019
Q3 | $27.9M | Sell |
187,857
-2,445
| -1% | -$363K | 3.53% | 8 |
|
|
2019
Q2 | $28.9M | Buy |
190,302
+364
| +0.2% | +$55.2K | 3.76% | 8 |
|
|
2019
Q1 | $30.1M | Buy |
189,938
+2,103
| +1% | +$333K | 4.07% | 6 |
|
|
2018
Q4 | $25.7M | Sell |
187,835
-652
| -0.3% | -$89.3K | 3.99% | 6 |
|
|
2018
Q3 | $30M | Buy |
188,487
+166
| +0.1% | +$26.4K | 4.03% | 5 |
|
|
2018
Q2 | $25.7M | Buy |
188,321
+435
| +0.2% | +$59.3K | 3.8% | 6 |
|
|
2018
Q1 | $21.9M | Buy |
187,886
+475
| +0.3% | +$55.2K | 3.4% | 8 |
|
|
2017
Q4 | $19.2M | Buy |
187,411
+1,805
| +1% | +$185K | 3% | 12 |
|
|
2017
Q3 | $17.3M | Buy |
185,606
+6,995
| +4% | +$653K | 2.88% | 11 |
|
|
2017
Q2 | $15.5M | Buy |
178,611
+2,325
| +1% | +$201K | 2.65% | 12 |
|
|
2017
Q1 | $14.5M | Buy |
176,286
+2,505
| +1% | +$207K | 2.51% | 12 |
|
|
2016
Q4 | $11.9M | Buy |
173,781
+2,411
| +1% | +$165K | 2.16% | 18 |
|
|
2016
Q3 | $12.2M | Buy |
171,370
+5,350
| +3% | +$382K | 2.24% | 15 |
|
|
2016
Q2 | $13.2M | Buy |
166,020
+2,680
| +2% | +$213K | 2.44% | 12 |
|
|
2016
Q1 | $12.1M | Buy |
163,340
+147,106
| +906% | +$10.9M | 2.24% | 14 |
|
|
2015
Q4 | $12.7K | Sell |
16,234
-140,081
| -90% | -$110K | 2.39% | 11 |
|
|
2015
Q3 | $10.9M | Buy |
156,315
+14,175
| +10% | +$984K | 2.15% | 17 |
|
|
2015
Q2 | $9.9M | Buy |
142,140
+2,575
| +2% | +$179K | 1.87% | 19 |
|
|
2015
Q1 | $9.32M | Buy |
139,565
+5,750
| +4% | +$384K | 1.75% | 19 |
|
|
2014
Q4 | $7.94M | Buy |
133,815
+7,100
| +6% | +$421K | 1.5% | 22 |
|
|
2014
Q3 | $7.29M | Buy |
126,715
+75
| +0.1% | +$4.32K | 1.47% | 20 |
|
|
2014
Q2 | $7.36M | Buy |
126,640
+2,850
| +2% | +$166K | 1.47% | 23 |
|
|
2014
Q1 | $7.07M | Sell |
123,790
-350
| -0.3% | -$20K | 1.47% | 19 |
|
|
2013
Q4 | $6.85M | Sell |
124,140
-400
| -0.3% | -$22.1K | 1.45% | 19 |
|
|
2013
Q3 | $6.47M | Buy |
124,540
+16,600
| +15% | +$862K | 1.48% | 21 |
|
|
2013
Q2 | $4.12M | Buy |
+107,940
| New | +$4.12M | 1% | 35 |
|