MA
Mutual Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
13,629
+1,679
| +14% | +$452K | 0.09% | 213 |
|
|
2025
Q1 | $3.2M | Buy |
11,950
+1,200
| +11% | +$321K | 0.09% | 212 |
|
|
2024
Q4 | $3.44M | Sell |
10,750
-606
| -5% | -$194K | 0.1% | 188 |
|
|
2024
Q3 | $3.26M | Sell |
11,356
-2,187
| -16% | -$627K | 0.1% | 192 |
|
|
2024
Q2 | $3.5M | Buy |
13,543
+2,882
| +27% | +$745K | 0.11% | 180 |
|
|
2024
Q1 | $3.21M | Buy |
10,661
+387
| +4% | +$117K | 0.1% | 189 |
|
|
2023
Q4 | $2.7M | Sell |
10,274
-829
| -7% | -$218K | 0.09% | 212 |
|
|
2023
Q3 | $2.25M | Buy |
11,103
+1,909
| +21% | +$387K | 0.09% | 219 |
|
|
2023
Q2 | $1.94M | Sell |
9,194
-570
| -6% | -$120K | 0.07% | 260 |
|
|
2023
Q1 | $1.95M | Buy |
9,764
+40
| +0.4% | +$7.99K | 0.08% | 245 |
|
|
2022
Q4 | $1.29M | Sell |
9,724
-200
| -2% | -$26.5K | 0.06% | 342 |
|
|
2022
Q3 | $1.43M | Buy |
9,924
+1,410
| +17% | +$203K | 0.07% | 272 |
|
|
2022
Q2 | $1.41M | Sell |
8,514
-206
| -2% | -$34K | 0.09% | 254 |
|
|
2022
Q1 | $1.85M | Buy |
8,720
+1,623
| +23% | +$345K | 0.1% | 225 |
|
|
2021
Q4 | $1.8M | Buy |
7,097
+863
| +14% | +$219K | 0.1% | 248 |
|
|
2021
Q3 | $1.69M | Buy |
6,234
+839
| +16% | +$228K | 0.1% | 245 |
|
|
2021
Q2 | $1.32M | Buy |
5,395
+856
| +19% | +$209K | 0.08% | 298 |
|
|
2021
Q1 | $962K | Buy |
4,539
+508
| +13% | +$108K | 0.07% | 330 |
|
|
2020
Q4 | $897K | Buy |
4,031
+634
| +19% | +$141K | 0.07% | 331 |
|
|
2020
Q3 | $854K | Buy |
3,397
+865
| +34% | +$217K | 0.07% | 283 |
|
|
2020
Q2 | $474K | Sell |
2,532
-1
| -0% | -$187 | 0.05% | 395 |
|
|
2020
Q1 | $365K | Buy |
2,533
+430
| +20% | +$62K | 0.05% | 360 |
|
|
2019
Q4 | $342K | Buy |
+2,103
| New | +$342K | 0.04% | 433 |
|
|
2019
Q3 | – | Sell |
-2,742
| Closed | -$416K | – | 546 |
|
|
2019
Q2 | $416K | Buy |
2,742
+450
| +20% | +$68.3K | 0.05% | 359 |
|
|
2019
Q1 | $363K | Buy |
2,292
+67
| +3% | +$10.6K | 0.05% | 327 |
|
|
2018
Q4 | $305K | Sell |
2,225
-3,274
| -60% | -$449K | 0.06% | 323 |
|
|
2018
Q3 | $875K | Buy |
5,499
+3,085
| +128% | +$491K | 0.13% | 189 |
|
|
2018
Q2 | $329K | Buy |
2,414
+308
| +15% | +$42K | 0.08% | 313 |
|
|
2018
Q1 | $245K | Buy |
+2,106
| New | +$245K | 0.06% | 346 |
|