JCIA
Jackson Creek Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
1,346
-36
| -3% | -$9.82K | 0.1% | 281 |
|
|
2025
Q1 | $371K | Sell |
1,382
-1,446
| -51% | -$388K | 0.12% | 255 |
|
|
2024
Q4 | $945K | Buy |
2,828
+84
| +3% | +$28.1K | 0.28% | 175 |
|
|
2024
Q3 | $751K | Buy |
2,744
+1,318
| +92% | +$361K | 0.22% | 194 |
|
|
2024
Q2 | $367K | Sell |
1,426
-1,401
| -50% | -$361K | 0.13% | 257 |
|
|
2024
Q1 | $851K | Sell |
2,827
-119
| -4% | -$35.8K | 0.3% | 194 |
|
|
2023
Q4 | $775K | Buy |
2,946
+773
| +36% | +$203K | 0.3% | 183 |
|
|
2023
Q3 | $441K | Buy |
2,173
+466
| +27% | +$94.6K | 0.19% | 245 |
|
|
2023
Q2 | $361K | Sell |
1,707
-454
| -21% | -$96K | 0.14% | 273 |
|
|
2023
Q1 | $432K | Buy |
+2,161
| New | +$432K | 0.18% | 255 |
|
|
2022
Q2 | – | Sell |
-958
| Closed | -$203K | – | 314 |
|
|
2022
Q1 | $203K | Sell |
958
-49
| -5% | -$10.4K | 0.07% | 299 |
|
|
2021
Q4 | $256K | Sell |
1,007
-54
| -5% | -$13.7K | 0.09% | 287 |
|
|
2021
Q3 | $288K | Sell |
1,061
-49
| -4% | -$13.3K | 0.11% | 270 |
|
|
2021
Q2 | $271K | Buy |
+1,110
| New | +$271K | 0.1% | 275 |
|