Jackson Grant Investment Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
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|
2025
Q1 | $5.9K | Hold |
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|
2024
Q4 | $7.36K | Hold |
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|
2024
Q3 | $6.02K | Hold |
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|
2024
Q2 | $5.66K | Hold |
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|
2024
Q1 | $6.63K | Hold |
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|
2023
Q4 | $5.79K | Hold |
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|
2023
Q3 | $4.46K | Hold |
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|
2023
Q2 | $4.65K | Sell |
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|
2023
Q1 | $312K | Buy |
|
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $421K | Hold |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $148K | Buy |
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