JMFC
J.M. Forbes & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
37,315
-626
| -2% | -$171K | 0.93% | 37 |
|
|
2025
Q1 | $10.2M | Buy |
37,941
+1,222
| +3% | +$328K | 0.99% | 35 |
|
|
2024
Q4 | $12.3M | Buy |
36,719
+91
| +0.2% | +$30.4K | 1.18% | 31 |
|
|
2024
Q3 | $10M | Sell |
36,628
-139
| -0.4% | -$38K | 0.98% | 38 |
|
|
2024
Q2 | $9.45M | Buy |
36,767
+443
| +1% | +$114K | 0.97% | 38 |
|
|
2024
Q1 | $10.9M | Sell |
36,324
-38
| -0.1% | -$11.4K | 1.19% | 31 |
|
|
2023
Q4 | $9.57M | Buy |
36,362
+788
| +2% | +$207K | 1.11% | 34 |
|
|
2023
Q3 | $7.21M | Buy |
35,574
+269
| +0.8% | +$54.5K | 0.94% | 41 |
|
|
2023
Q2 | $7.46M | Buy |
35,305
+864
| +3% | +$183K | 0.93% | 41 |
|
|
2023
Q1 | $6.88M | Sell |
34,441
-1,554
| -4% | -$310K | 0.94% | 41 |
|
|
2022
Q4 | $4.77M | Sell |
35,995
-8,421
| -19% | -$1.12M | 0.69% | 43 |
|
|
2022
Q3 | $6.39M | Buy |
44,416
+227
| +0.5% | +$32.7K | 1% | 39 |
|
|
2022
Q2 | $7.29M | Sell |
44,189
-140
| -0.3% | -$23.1K | 1.07% | 37 |
|
|
2022
Q1 | $9.41M | Sell |
44,329
-32,688
| -42% | -$6.94M | 1.19% | 33 |
|
|
2021
Q4 | $19.6M | Sell |
77,017
-20,722
| -21% | -$5.27M | 2.25% | 16 |
|
|
2021
Q3 | $26.5M | Buy |
97,739
+694
| +0.7% | +$188K | 3.35% | 6 |
|
|
2021
Q2 | $23.7M | Buy |
97,045
+286
| +0.3% | +$69.9K | 2.99% | 7 |
|
|
2021
Q1 | $20.5M | Buy |
96,759
+1,742
| +2% | +$369K | 2.86% | 10 |
|
|
2020
Q4 | $21.1M | Buy |
95,017
+992
| +1% | +$221K | 3.11% | 7 |
|
|
2020
Q3 | $23.6M | Buy |
94,025
+1,790
| +2% | +$450K | 3.78% | 6 |
|
|
2020
Q2 | $17.3M | Buy |
92,235
+169
| +0.2% | +$31.7K | 3.08% | 9 |
|
|
2020
Q1 | $13.3M | Buy |
92,066
+1,483
| +2% | +$214K | 2.96% | 13 |
|
|
2019
Q4 | $14.7M | Buy |
90,583
+5,745
| +7% | +$934K | 2.41% | 14 |
|
|
2019
Q3 | $12.6M | Buy |
84,838
+379
| +0.4% | +$56.3K | 2.42% | 13 |
|
|
2019
Q2 | $12.8M | Buy |
84,459
+8,049
| +11% | +$1.22M | 2.47% | 12 |
|
|
2019
Q1 | $12.1M | Sell |
76,410
-26,716
| -26% | -$4.23M | 2.59% | 11 |
|
|
2018
Q4 | $14.1M | Sell |
103,126
-803
| -0.8% | -$110K | 3.34% | 5 |
|
|
2018
Q3 | $16.5M | Sell |
103,929
-6
| -0% | -$954 | 3.51% | 3 |
|
|
2018
Q2 | $14.2M | Buy |
103,935
+111
| +0.1% | +$15.1K | 3.17% | 4 |
|
|
2018
Q1 | $12.1M | Buy |
103,824
+624
| +0.6% | +$72.6K | 2.81% | 7 |
|
|
2017
Q4 | $10.6M | Sell |
103,200
-4,395
| -4% | -$449K | 2.44% | 11 |
|
|
2017
Q3 | $10.1M | Sell |
107,595
-1,487
| -1% | -$139K | 2.51% | 11 |
|
|
2017
Q2 | $9.45M | Sell |
109,082
-792
| -0.7% | -$68.6K | 2.4% | 16 |
|
|
2017
Q1 | $9.06M | Sell |
109,874
-619
| -0.6% | -$51.1K | 2.37% | 17 |
|
|
2016
Q4 | $7.56M | Buy |
110,493
+405
| +0.4% | +$27.7K | 2.08% | 22 |
|
|
2016
Q3 | $7.85M | Sell |
110,088
-1,148
| -1% | -$81.9K | 2.15% | 20 |
|
|
2016
Q2 | $8.83M | Buy |
111,236
+2,284
| +2% | +$181K | 2.44% | 17 |
|
|
2016
Q1 | $8.04M | Buy |
108,952
+2,354
| +2% | +$174K | 2.3% | 21 |
|
|
2015
Q4 | $8.36M | Sell |
106,598
-583
| -0.5% | -$45.7K | 2.24% | 18 |
|
|
2015
Q3 | $7.44M | Buy |
107,181
+252
| +0.2% | +$17.5K | 2.12% | 22 |
|
|
2015
Q2 | $7.45M | Sell |
106,929
-2,533
| -2% | -$176K | 2% | 23 |
|
|
2015
Q1 | $7.31M | Sell |
109,462
-1,823
| -2% | -$122K | 1.94% | 25 |
|
|
2014
Q4 | $6.54M | Buy |
+111,285
| New | +$6.54M | 1.71% | 31 |
|