MV Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
10,381
-366
| -3% | -$99.8K | 0.29% | 64 |
|
|
2025
Q1 | $2.88M | Buy |
10,747
+542
| +5% | +$145K | 0.31% | 56 |
|
|
2024
Q4 | $3.41M | Sell |
10,205
-65
| -0.6% | -$21.7K | 0.36% | 47 |
|
|
2024
Q3 | $2.81M | Buy |
10,270
+1,709
| +20% | +$468K | 0.3% | 64 |
|
|
2024
Q2 | $2.2M | Buy |
8,561
+91
| +1% | +$23.4K | 0.25% | 70 |
|
|
2024
Q1 | $2.55M | Buy |
8,470
+7,425
| +711% | +$2.24M | 0.29% | 63 |
|
|
2023
Q4 | $275K | Buy |
1,045
+39
| +4% | +$10.3K | 0.03% | 143 |
|
|
2023
Q3 | $204K | Buy |
1,006
+153
| +18% | +$31K | 0.03% | 152 |
|
|
2023
Q2 | $180K | Buy |
853
+61
| +8% | +$12.9K | 0.02% | 164 |
|
|
2023
Q1 | $158K | Buy |
792
+421
| +113% | +$84.1K | 0.02% | 166 |
|
|
2022
Q4 | $49.2K | Sell |
371
-194
| -34% | -$25.7K | 0.01% | 228 |
|
|
2022
Q3 | $81K | Buy |
565
+4
| +0.7% | +$573 | 0.01% | 177 |
|
|
2022
Q2 | $93K | Buy |
561
+95
| +20% | +$15.7K | 0.02% | 170 |
|
|
2022
Q1 | $99K | Sell |
466
-67
| -13% | -$14.2K | 0.01% | 169 |
|
|
2021
Q4 | $135K | Buy |
533
+32
| +6% | +$8.11K | 0.02% | 149 |
|
|
2021
Q3 | $136K | Buy |
501
+113
| +29% | +$30.7K | 0.02% | 145 |
|
|
2021
Q2 | $95K | Buy |
388
+268
| +223% | +$65.6K | 0.02% | 153 |
|
|
2021
Q1 | $25K | Buy |
120
+19
| +19% | +$3.96K | ﹤0.01% | 207 |
|
|
2020
Q4 | $22K | Hold |
101
| – | – | ﹤0.01% | 203 |
|
|
2020
Q3 | $25K | Hold |
101
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $19K | Hold |
101
| – | – | ﹤0.01% | 198 |
|
|
2020
Q1 | $15K | Buy |
101
+40
| +66% | +$5.94K | ﹤0.01% | 198 |
|
|
2019
Q4 | $10K | Hold |
61
| – | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $9K | Hold |
61
| – | – | ﹤0.01% | 244 |
|
|
2019
Q2 | $9K | Hold |
61
| – | – | ﹤0.01% | 240 |
|
|
2019
Q1 | $10K | Hold |
61
| – | – | ﹤0.01% | 228 |
|
|
2018
Q4 | $8K | Hold |
61
| – | – | ﹤0.01% | 237 |
|
|
2018
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 242 |
|
|
2018
Q2 | $8K | Hold |
61
| – | – | ﹤0.01% | 266 |
|
|
2018
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 270 |
|
|
2017
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 291 |
|
|
2017
Q3 | $6K | Hold |
61
| – | – | ﹤0.01% | 280 |
|
|
2017
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 281 |
|
|
2017
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 284 |
|
|
2016
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 294 |
|
|
2016
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 287 |
|
|
2016
Q2 | $5K | Hold |
61
| – | – | ﹤0.01% | 270 |
|
|
2016
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 258 |
|
|
2015
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 270 |
|
|
2015
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 271 |
|
|
2015
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 365 |
|
|
2015
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 354 |
|
|
2014
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 406 |
|