Jacobi Capital Management’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 | $1.94M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $907K | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $906K | Buy |
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|
2021
Q3 | $889K | Sell |
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|
2021
Q2 | $876K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $788K | Buy |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $214K | Buy |
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|
2018
Q3 | $145K | Sell |
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|
2018
Q2 | $127K | Buy |
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|
2018
Q1 | $84K | Hold |
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|
2017
Q4 | $79K | Buy |
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|
2017
Q3 | $35K | Buy |
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|
2017
Q2 | $25K | Buy |
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