MC
Moors & Cabot’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
39,288
+450
| +1% | +$123K | 0.5% | 42 |
|
|
2025
Q1 | $10.4M | Sell |
38,838
-1,543
| -4% | -$414K | 0.53% | 38 |
|
|
2024
Q4 | $13.5M | Buy |
40,381
+268
| +0.7% | +$89.6K | 0.64% | 30 |
|
|
2024
Q3 | $11M | Buy |
40,113
+1,189
| +3% | +$325K | 0.55% | 36 |
|
|
2024
Q2 | $10M | Buy |
38,924
+572
| +1% | +$147K | 0.53% | 37 |
|
|
2024
Q1 | $11.6M | Buy |
38,352
+2,674
| +7% | +$805K | 0.63% | 31 |
|
|
2023
Q4 | $9.39M | Sell |
35,678
-186
| -0.5% | -$48.9K | 0.58% | 34 |
|
|
2023
Q3 | $7.27M | Sell |
35,864
-688
| -2% | -$140K | 0.49% | 39 |
|
|
2023
Q2 | $7.72M | Sell |
36,552
-580
| -2% | -$123K | 0.51% | 38 |
|
|
2023
Q1 | $7.42M | Sell |
37,132
-991
| -3% | -$198K | 0.51% | 36 |
|
|
2022
Q4 | $5.05M | Sell |
38,123
-829
| -2% | -$110K | 0.35% | 66 |
|
|
2022
Q3 | $5.6M | Buy |
38,952
+218
| +0.6% | +$31.4K | 0.43% | 49 |
|
|
2022
Q2 | $6.39M | Sell |
38,734
-264
| -0.7% | -$43.6K | 0.46% | 44 |
|
|
2022
Q1 | $8.28M | Sell |
38,998
-3,654
| -9% | -$776K | 0.51% | 38 |
|
|
2021
Q4 | $10.8M | Buy |
42,652
+1,321
| +3% | +$336K | 0.67% | 24 |
|
|
2021
Q3 | $11.2M | Buy |
41,331
+2,198
| +6% | +$597K | 0.71% | 24 |
|
|
2021
Q2 | $9.56M | Sell |
39,133
-32
| -0.1% | -$7.82K | 0.67% | 23 |
|
|
2021
Q1 | $8.28M | Buy |
39,165
+5,881
| +18% | +$1.24M | 0.63% | 28 |
|
|
2020
Q4 | $7.41M | Sell |
33,284
-420
| -1% | -$93.4K | 0.62% | 26 |
|
|
2020
Q3 | $8.47M | Buy |
33,704
+5,884
| +21% | +$1.48M | 0.8% | 23 |
|
|
2020
Q2 | $5.21M | Buy |
27,820
+5,026
| +22% | +$941K | 0.55% | 40 |
|
|
2020
Q1 | $3.28M | Sell |
22,794
-656
| -3% | -$94.5K | 0.48% | 52 |
|
|
2019
Q4 | $3.81M | Sell |
23,450
-362
| -2% | -$58.8K | 0.38% | 63 |
|
|
2019
Q3 | $3.54M | Sell |
23,812
-1,342
| -5% | -$200K | 0.39% | 64 |
|
|
2019
Q2 | $3.82M | Buy |
25,154
+6,303
| +33% | +$956K | 0.48% | 49 |
|
|
2019
Q1 | $2.99M | Sell |
18,851
-550
| -3% | -$87.3K | 0.41% | 67 |
|
|
2018
Q4 | $2.66M | Sell |
19,401
-780
| -4% | -$107K | 0.42% | 64 |
|
|
2018
Q3 | $3.22M | Buy |
20,181
+2,585
| +15% | +$412K | 0.39% | 63 |
|
|
2018
Q2 | $2.4M | Buy |
17,596
+1,095
| +7% | +$149K | 0.32% | 82 |
|
|
2018
Q1 | $1.92M | Buy |
16,501
+2,575
| +18% | +$299K | 0.25% | 102 |
|
|
2017
Q4 | $1.43M | Buy |
13,926
+3,571
| +34% | +$366K | 0.19% | 129 |
|
|
2017
Q3 | $965K | Buy |
+10,355
| New | +$965K | 0.14% | 176 |
|
|
2017
Q2 | – | Sell |
-6,620
| Closed | -$545K | – | 515 |
|
|
2017
Q1 | $545K | Sell |
6,620
-1,055
| -14% | -$86.9K | 0.09% | 262 |
|
|
2016
Q4 | $526K | Buy |
7,675
+75
| +1% | +$5.14K | 0.09% | 274 |
|
|
2016
Q3 | $541K | Buy |
+7,600
| New | +$541K | 0.09% | 258 |
|