MAG
MRA Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-747
| Closed | -$200K | – | 143 |
|
|
2025
Q1 | $200K | Sell |
747
-15
| -2% | -$4.03K | 0.11% | 117 |
|
|
2024
Q4 | $255K | Sell |
762
-242
| -24% | -$80.9K | 0.14% | 84 |
|
|
2024
Q3 | $275K | Buy |
1,004
+100
| +11% | +$27.4K | 0.15% | 75 |
|
|
2024
Q2 | $232K | Hold |
904
| – | – | 0.13% | 89 |
|
|
2024
Q1 | $272K | Sell |
904
-22
| -2% | -$6.63K | 0.16% | 74 |
|
|
2023
Q4 | $244K | Buy |
+926
| New | +$244K | 0.16% | 80 |
|
|
2023
Q3 | – | Sell |
-1,042
| Closed | -$220K | – | 126 |
|
|
2023
Q2 | $220K | Sell |
1,042
-186
| -15% | -$39.3K | 0.15% | 114 |
|
|
2023
Q1 | $245K | Buy |
+1,228
| New | +$245K | 0.18% | 103 |
|
|
2022
Q2 | – | Sell |
-1,170
| Closed | -$248K | – | 107 |
|
|
2022
Q1 | $248K | Buy |
1,170
+27
| +2% | +$5.72K | 0.19% | 88 |
|
|
2021
Q4 | $290K | Sell |
1,143
-64
| -5% | -$16.2K | 0.22% | 85 |
|
|
2021
Q3 | $327K | Hold |
1,207
| – | – | 0.28% | 80 |
|
|
2021
Q2 | $295K | Buy |
1,207
+83
| +7% | +$20.3K | 0.25% | 86 |
|
|
2021
Q1 | $238K | Sell |
1,124
-6
| -0.5% | -$1.27K | 0.22% | 92 |
|
|
2020
Q4 | $251K | Buy |
+1,130
| New | +$251K | 0.25% | 84 |
|