J. Stern & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Buy |
203,767
+5,927
| +3% | +$1.62M | 4.75% | 9 |
|
|
2025
Q1 | $53.1M | Buy |
197,840
+17,956
| +10% | +$4.82M | 5.09% | 9 |
|
|
2024
Q4 | $60.1M | Buy |
179,884
+11,609
| +7% | +$3.88M | 5.66% | 7 |
|
|
2024
Q3 | $46.1M | Buy |
168,275
+8,426
| +5% | +$2.31M | 4.91% | 8 |
|
|
2024
Q2 | $41.1M | Buy |
159,849
+5,240
| +3% | +$1.35M | 4.89% | 10 |
|
|
2024
Q1 | $46.2M | Buy |
154,609
+32,017
| +26% | +$9.56M | 5.84% | 7 |
|
|
2023
Q4 | $34.5M | Buy |
+122,592
| New | +$34.5M | 6.28% | 7 |
|