Jackson Grant Investment Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $5.9K | Hold |
22
| – | – | ﹤0.01% | 294 |
|
|
2024
Q4 | $7.36K | Hold |
22
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $6.02K | Hold |
22
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $5.66K | Hold |
22
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $6.63K | Hold |
22
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $5.79K | Hold |
22
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $4.46K | Hold |
22
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $4.65K | Sell |
22
-1,538
| -99% | -$325K | ﹤0.01% | 299 |
|
|
2023
Q1 | $312K | Buy |
1,560
+22
| +1% | +$4.4K | 0.15% | 78 |
|
|
2022
Q4 | $204K | Hold |
1,538
| – | – | 0.1% | 95 |
|
|
2022
Q3 | $221K | Hold |
1,538
| – | – | 0.12% | 87 |
|
|
2022
Q2 | $254K | Sell |
1,538
-117
| -7% | -$19.3K | 0.13% | 84 |
|
|
2022
Q1 | $351K | Hold |
1,655
| – | – | 0.15% | 79 |
|
|
2021
Q4 | $421K | Hold |
1,655
| – | – | 0.21% | 59 |
|
|
2021
Q3 | $449K | Hold |
1,655
| – | – | 0.2% | 67 |
|
|
2021
Q2 | $404K | Sell |
1,655
-300
| -15% | -$73.2K | 0.18% | 71 |
|
|
2021
Q1 | $414K | Buy |
1,955
+1,290
| +194% | +$273K | 0.19% | 67 |
|
|
2020
Q4 | $148K | Buy |
+665
| New | +$148K | 0.08% | 111 |
|