Jacobi Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
7,102
+861
| +14% | +$235K | 0.13% | 154 |
|
|
2025
Q1 | $1.67M | Buy |
6,241
+159
| +3% | +$42.7K | 0.12% | 169 |
|
|
2024
Q4 | $2.03M | Sell |
6,082
-99
| -2% | -$33.1K | 0.15% | 137 |
|
|
2024
Q3 | $1.69M | Buy |
6,181
+341
| +6% | +$93.3K | 0.13% | 155 |
|
|
2024
Q2 | $1.5M | Sell |
5,840
-578
| -9% | -$149K | 0.13% | 146 |
|
|
2024
Q1 | $1.93M | Sell |
6,418
-338
| -5% | -$102K | 0.18% | 108 |
|
|
2023
Q4 | $1.78M | Sell |
6,756
-104
| -2% | -$27.4K | 0.18% | 108 |
|
|
2023
Q3 | $1.39M | Buy |
6,860
+364
| +6% | +$73.8K | 0.16% | 126 |
|
|
2023
Q2 | $1.37M | Buy |
6,496
+114
| +2% | +$24.1K | 0.15% | 133 |
|
|
2023
Q1 | $1.27M | Sell |
6,382
-459
| -7% | -$91.7K | 0.15% | 139 |
|
|
2022
Q4 | $907K | Sell |
6,841
-1,154
| -14% | -$153K | 0.11% | 179 |
|
|
2022
Q3 | $1.15M | Buy |
7,995
+418
| +6% | +$60.1K | 0.16% | 135 |
|
|
2022
Q2 | $1.25M | Buy |
7,577
+1,965
| +35% | +$324K | 0.17% | 124 |
|
|
2022
Q1 | $1.19M | Buy |
5,612
+2,048
| +57% | +$435K | 0.14% | 142 |
|
|
2021
Q4 | $906K | Buy |
3,564
+285
| +9% | +$72.4K | 0.11% | 178 |
|
|
2021
Q3 | $889K | Sell |
3,279
-308
| -9% | -$83.5K | 0.11% | 157 |
|
|
2021
Q2 | $876K | Sell |
3,587
-1,180
| -25% | -$288K | 0.12% | 160 |
|
|
2021
Q1 | $1.01M | Buy |
4,767
+1,224
| +35% | +$259K | 0.15% | 129 |
|
|
2020
Q4 | $788K | Buy |
3,543
+1,492
| +73% | +$332K | 0.12% | 146 |
|
|
2020
Q3 | $515K | Buy |
2,051
+35
| +2% | +$8.79K | 0.09% | 179 |
|
|
2020
Q2 | $378K | Buy |
2,016
+80
| +4% | +$15K | 0.07% | 214 |
|
|
2020
Q1 | $279K | Buy |
1,936
+276
| +17% | +$39.8K | 0.06% | 222 |
|
|
2019
Q4 | $270K | Sell |
1,660
-25
| -1% | -$4.07K | 0.05% | 254 |
|
|
2019
Q3 | $250K | Buy |
1,685
+65
| +4% | +$9.64K | 0.05% | 249 |
|
|
2019
Q2 | $246K | Buy |
1,620
+78
| +5% | +$11.8K | 0.05% | 254 |
|
|
2019
Q1 | $244K | Sell |
1,542
-20
| -1% | -$3.17K | 0.06% | 207 |
|
|
2018
Q4 | $214K | Buy |
1,562
+648
| +71% | +$88.8K | 0.06% | 209 |
|
|
2018
Q3 | $145K | Sell |
914
-18
| -2% | -$2.86K | 0.04% | 275 |
|
|
2018
Q2 | $127K | Buy |
932
+202
| +28% | +$27.5K | 0.04% | 280 |
|
|
2018
Q1 | $84K | Hold |
730
| – | – | 0.03% | 317 |
|
|
2017
Q4 | $79K | Buy |
730
+370
| +103% | +$40K | 0.03% | 299 |
|
|
2017
Q3 | $35K | Buy |
360
+80
| +29% | +$7.78K | 0.01% | 413 |
|
|
2017
Q2 | $25K | Buy |
+280
| New | +$25K | 0.01% | 408 |
|