Glass Jacobson Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
140
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $46.8K | Hold |
140
| – | – | 0.02% | 377 |
|
|
2024
Q4 | $46.8K | Hold |
140
| – | – | 0.02% | 377 |
|
|
2024
Q3 | $38.3K | Hold |
140
| – | – | 0.01% | 401 |
|
|
2024
Q2 | $36K | Hold |
140
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $42.2K | Hold |
140
| – | – | 0.02% | 372 |
|
|
2023
Q4 | $36.8K | Buy |
+140
| New | +$36.8K | 0.02% | 368 |
|