JGC
J. Goldman & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 346 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 349 |
|
|
2023
Q2 | – | Sell |
-1,277
| Closed | -$255K | – | 265 |
|
|
2023
Q1 | $255K | Sell |
1,277
-3,855
| -75% | -$770K | 0.01% | 210 |
|
|
2022
Q4 | $680K | Sell |
5,132
-88,233
| -95% | -$11.7M | 0.03% | 191 |
|
|
2022
Q3 | $13.4M | Buy |
+93,365
| New | +$13.4M | 0.64% | 27 |
|
|
2020
Q3 | – | Sell |
-71,472
| Closed | -$13.4M | – | 235 |
|
|
2020
Q2 | $13.4M | Buy |
+71,472
| New | +$13.4M | 0.83% | 16 |
|
|
2016
Q4 | – | Sell |
-278,200
| Closed | -$19.8M | – | 216 |
|
|
2016
Q3 | $19.8M | Buy |
+278,200
| New | +$19.8M | 1.12% | 7 |
|
|
2016
Q1 | – | Sell |
-6,571
| Closed | -$515K | – | 202 |
|
|
2015
Q4 | $515K | Buy |
+6,571
| New | +$515K | 0.05% | 139 |
|
|
2013
Q4 | – | Sell |
-20,000
| Closed | -$1.04M | – | 148 |
|
|
2013
Q3 | $1.04M | Buy |
+20,000
| New | +$1.04M | 0.1% | 111 |
|