M
MOTCO’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
39,617
+1,962
| +5% | +$507K | 0.98% | 40 |
|
|
2025
Q1 | $10.1M | Buy |
37,655
+170
| +0.5% | +$45.6K | 1.07% | 36 |
|
|
2024
Q4 | $12.5M | Sell |
37,485
-1,110
| -3% | -$371K | 1.29% | 19 |
|
|
2024
Q3 | $10.6M | Sell |
38,595
-1,763
| -4% | -$483K | 1.06% | 30 |
|
|
2024
Q2 | $10.4M | Buy |
40,358
+1,236
| +3% | +$318K | 0.61% | 51 |
|
|
2024
Q1 | $11.8M | Sell |
39,122
-2,672
| -6% | -$805K | 0.7% | 34 |
|
|
2023
Q4 | $11M | Sell |
41,794
-784
| -2% | -$206K | 0.71% | 34 |
|
|
2023
Q3 | $8.63M | Sell |
42,578
-1,064
| -2% | -$216K | 0.59% | 49 |
|
|
2023
Q2 | $9.22M | Sell |
43,642
-1,369
| -3% | -$289K | 0.6% | 49 |
|
|
2023
Q1 | $8.99M | Buy |
45,011
+832
| +2% | +$166K | 0.61% | 45 |
|
|
2022
Q4 | $5.86M | Buy |
44,179
+1,345
| +3% | +$178K | 0.44% | 86 |
|
|
2022
Q3 | $6.16M | Buy |
42,834
+2,386
| +6% | +$343K | 0.49% | 75 |
|
|
2022
Q2 | $6.68M | Buy |
40,448
+2,205
| +6% | +$364K | 0.5% | 69 |
|
|
2022
Q1 | $8.12M | Buy |
38,243
+2,123
| +6% | +$451K | 0.53% | 57 |
|
|
2021
Q4 | $9.18M | Sell |
36,120
-507
| -1% | -$129K | 0.57% | 52 |
|
|
2021
Q3 | $9.93M | Buy |
36,627
+1,172
| +3% | +$318K | 0.65% | 36 |
|
|
2021
Q2 | $8.66M | Buy |
35,455
+93
| +0.3% | +$22.7K | 0.57% | 48 |
|
|
2021
Q1 | $7.49M | Buy |
35,362
+1,706
| +5% | +$361K | 0.53% | 61 |
|
|
2020
Q4 | $7.49M | Sell |
33,656
-1,025
| -3% | -$228K | 0.55% | 59 |
|
|
2020
Q3 | $8.72M | Sell |
34,681
-2,641
| -7% | -$664K | 0.7% | 34 |
|
|
2020
Q2 | $6.99M | Buy |
37,322
+37,217
| +35,445% | +$6.97M | 0.6% | 47 |
|
|
2020
Q1 | $15K | Buy |
105
+87
| +483% | +$12.4K | ﹤0.01% | 402 |
|
|
2019
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 488 |
|
|
2019
Q3 | $3K | Sell |
18
-802
| -98% | -$134K | ﹤0.01% | 474 |
|
|
2019
Q2 | $124K | Buy |
820
+449
| +121% | +$67.9K | 0.01% | 268 |
|
|
2019
Q1 | $59K | Buy |
371
+241
| +185% | +$38.3K | 0.01% | 304 |
|
|
2018
Q4 | $18K | Buy |
130
+26
| +25% | +$3.6K | ﹤0.01% | 393 |
|
|
2018
Q3 | $17K | Buy |
104
+18
| +21% | +$2.94K | ﹤0.01% | 426 |
|
|
2018
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 435 |
|
|
2018
Q1 | $10K | Hold |
86
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $9K | Hold |
86
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $8K | Hold |
86
| – | – | ﹤0.01% | 485 |
|
|
2017
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 517 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$3K | – | 486 |
|
|
2016
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 470 |
|
|
2015
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 456 |
|
|
2015
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 529 |
|
|
2015
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2015
Q1 | $3K | Sell |
40
-52
| -57% | -$3.9K | ﹤0.01% | 541 |
|
|
2014
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 548 |
|
|
2014
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 554 |
|
|
2014
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 532 |
|
|
2014
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 518 |
|
|
2013
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 541 |
|
|
2013
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 524 |
|
|
2013
Q2 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 560 |
|