Bank Julius Baer & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9M | Sell |
237,864
-47,465
| -17% | -$12.9M | 0.19% | 100 |
|
|
2025
Q1 | $85.3M | Sell |
285,329
-29,358
| -9% | -$8.77M | 0.28% | 90 |
|
|
2024
Q4 | $115M | Sell |
314,687
-4,908
| -2% | -$1.79M | 0.35% | 73 |
|
|
2024
Q3 | $103M | Sell |
319,595
-43,342
| -12% | -$13.9M | 0.35% | 70 |
|
|
2024
Q2 | $103M | Sell |
362,937
-34,165
| -9% | -$9.71M | 0.39% | 64 |
|
|
2024
Q1 | $119M | Sell |
397,102
-3,859
| -1% | -$1.16M | 0.46% | 60 |
|
|
2023
Q4 | $106M | Buy |
400,961
+14,383
| +4% | +$3.78M | 0.45% | 67 |
|
|
2023
Q3 | $78.4M | Buy |
386,578
+144,372
| +60% | +$29.3M | 0.46% | 57 |
|
|
2023
Q2 | $51.2M | Sell |
242,206
-14,742
| -6% | -$3.11M | 0.3% | 75 |
|
|
2023
Q1 | $51.3M | Sell |
256,948
-8,929
| -3% | -$1.78M | 0.33% | 75 |
|
|
2022
Q4 | $35.3M | Sell |
265,877
-354,477
| -57% | -$47M | 0.24% | 92 |
|
|
2022
Q3 | $89.2M | Sell |
620,354
-42,029
| -6% | -$6.05M | 0.68% | 40 |
|
|
2022
Q2 | $109M | Sell |
662,383
-24,840
| -4% | -$4.1M | 0.77% | 35 |
|
|
2022
Q1 | $146M | Buy |
687,223
+13,444
| +2% | +$2.85M | 0.87% | 34 |
|
|
2021
Q4 | $171M | Buy |
673,779
+79,316
| +13% | +$20.2M | 0.91% | 31 |
|
|
2021
Q3 | $161M | Buy |
594,463
+29,531
| +5% | +$8.01M | 1% | 30 |
|
|
2021
Q2 | $138M | Sell |
564,932
-93,988
| -14% | -$23M | 0.88% | 31 |
|
|
2021
Q1 | $140M | Sell |
658,920
-422,543
| -39% | -$89.5M | 1.05% | 25 |
|
|
2020
Q4 | $241M | Buy |
1,081,463
+132,420
| +14% | +$29.5M | 1.98% | 12 |
|
|
2020
Q3 | $239M | Buy |
949,043
+123,490
| +15% | +$31M | 2.33% | 11 |
|
|
2020
Q2 | $155M | Buy |
+825,553
| New | +$155M | 1.78% | 15 |
|