Tesla registrations in California have been:
2012Q4: 1,113
2013Q1: 2,406
2013Q2: 2,308
2013Q3: 1,823
2013Q4: 1,793
Total: 9,443
Numbers from the PDF CNCDA publishes every quarter.
The Model S became a Type V ZEV on October 12, 2012; almost all of the quarter's deliveries must have happened after that date. It became a Type III again on December 16, 2013. The 60kWh version remained a Type IV from inception to December 2014.
Assuming 3 extra credits per car, we're at 28,329. Of course a small portion of sales were 60kWh, which only got 1 credit instead of 3, plus a few hundred cars in December 2013 probably were sold as Type IIIs instead of Type Vs. But on the other hand I'm excluding all Tesla sales in other ZEV states, and the handful of 60s sold in 2014. In any case, to be conservative we can round it down to 9,000 cars, or 27,000 credits. (The 60 only amounted to 2% of sales in 2014, and while the 2013 share hasn't been disclosed it's obviously a small part of overall sales).
According to CARB's website, from October 12 to September 13 Tesla transferred to other OEMs 37,472 credits. With revenue of $164.8 million, that's nearly $4,000 per credit.
So, yes, I feel it's safe to say Tesla got over $100 million worth of ZEV credits thanks to the swap. Perhaps an audit will later determine they really got $98.5 million; fine by me. To say how many of these credits they have sold, or for how much, you'd need more granular data than what's publicly available. In any case, Tesla can keep the credits essentially forever, so how many have been sold so far is besides the point.
Did Tesla get swap-generated credits after December 2013? I don't know, and don't claim to. In the past I assumed Tesla had gotten the credits until the end of 2014, but apparently it did not.
Is Tesla getting swap-generated credits right now? According to CARB its cars now are Type IIIs, so they shouldn't. But when they were asked this question straight-on in the last call ('are you getting 4 or 9 credits per car'), they claimed they didn't know. Funny, because it's just two numbers, 4 or 9, representing a difference of hundreds of millions for the company.
Does or did Tesla intend to use the swap station to claim extra credits, perhaps not now but later? Well, why would you bother building a swap station and running this 'program'?