MAI Capital Management's ownership history for CRM

MAI Capital Management currently holds 40.6K shares with a market value of $7.6M. It started holding CRM on 2024-09-30. At its peak, it held 49.4K shares on 2025-03-31. Its highest holding value was $15.4M on 2024-12-31. At its lowest, it held 35.2K shares on 2025-12-31, with a value of $7.6M on 2026-03-31. In the recent 180 days, MAI Capital Management has increased its shares by 4.0K. In the recent year, MAI Capital Management has decreased its shares by 8.8K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $74.7K on 2024-12-31. At its peak, it held 4 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $100.3K on 2024-12-31. At its lowest, it held 2 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $53.7K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its holdings by 1 contracts. In the recent year, MAI Capital Management has increased its holdings by 2 contracts.