DJSG
D.J. St. Germain’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14M | Buy |
26,195
+4,149
| +19% | +$1.13M | 0.31% | 77 |
|
|
2025
Q1 | $5.92M | Sell |
22,046
-630
| -3% | -$169K | 0.28% | 84 |
|
|
2024
Q4 | $7.58M | Buy |
22,676
+57
| +0.3% | +$19.1K | 0.34% | 74 |
|
|
2024
Q3 | $6.19M | Sell |
22,619
-400
| -2% | -$109K | 0.28% | 87 |
|
|
2024
Q2 | $5.92M | Buy |
23,019
+1,733
| +8% | +$446K | 0.29% | 88 |
|
|
2024
Q1 | $6.41M | Buy |
21,286
+178
| +0.8% | +$53.6K | 0.31% | 81 |
|
|
2023
Q4 | $5.55M | Sell |
21,108
-1,002
| -5% | -$264K | 0.29% | 85 |
|
|
2023
Q3 | $4.48M | Buy |
22,110
+900
| +4% | +$183K | 0.25% | 85 |
|
|
2023
Q2 | $4.48M | Buy |
+21,210
| New | +$4.48M | 0.24% | 88 |
|
|
2022
Q4 | $2.41M | Buy |
36,300
+1,112
| +3% | +$73.8K | 0.81% | 28 |
|
|
2022
Q3 | $5.81M | Hold |
35,188
| – | – | 0.38% | 67 |
|
|
2022
Q2 | $5.81M | Buy |
35,188
+141
| +0.4% | +$23.3K | 0.38% | 67 |
|
|
2022
Q1 | $7.44M | Buy |
35,047
+2,729
| +8% | +$579K | 0.42% | 68 |
|
|
2021
Q4 | $8.21M | Buy |
32,318
+926
| +3% | +$235K | 0.45% | 67 |
|
|
2021
Q3 | $8.51M | Sell |
31,392
-990
| -3% | -$269K | 0.52% | 56 |
|
|
2021
Q2 | $7.91M | Hold |
32,382
| – | – | 0.5% | 60 |
|
|
2021
Q1 | $6.86M | Buy |
32,382
+529
| +2% | +$112K | 0.46% | 61 |
|
|
2020
Q4 | $7.09M | Buy |
31,853
+2,850
| +10% | +$634K | 0.51% | 57 |
|
|
2020
Q3 | $7.29M | Sell |
29,003
-323
| -1% | -$81.2K | 0.59% | 49 |
|
|
2020
Q2 | $5.49M | Buy |
29,326
+37
| +0.1% | +$6.93K | 0.48% | 57 |
|
|
2020
Q1 | $4.22M | Sell |
29,289
-498
| -2% | -$71.7K | 0.41% | 61 |
|
|
2019
Q4 | $4.85M | Buy |
+29,787
| New | +$4.85M | 0.41% | 66 |
|