JSAM
J. Safra Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-225
| Closed | -$57.8K | – | 302 |
|
|
2024
Q2 | $57.8K | Buy |
225
+194
| +626% | +$49.9K | 0.01% | 133 |
|
|
2024
Q1 | $9.34K | Buy |
+31
| New | +$9.34K | ﹤0.01% | 136 |
|
|
2022
Q4 | – | Sell |
-16
| Closed | – | – | 76 |
|
|
2022
Q3 | $0 | Sell |
16
-11
| -41% | – | ﹤0.01% | 46 |
|
|
2022
Q2 | $0 | Sell |
27
-91
| -77% | – | ﹤0.01% | 51 |
|
|
2022
Q1 | $0 | Buy |
+118
| New | – | ﹤0.01% | 62 |
|