Jacobsen Capital Management’s Salesforce CRM Stock Holding History

Jacobsen Capital Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$479K	Buy
2025 Q1	$456K	Buy
2024 Q4	$550K	Buy
2024 Q3	$432K	Buy
2024 Q2	$360K	Sell
2024 Q1	$464K	Buy
2023 Q4	$404K	Buy
2023 Q3	$306K	Buy
2023 Q2	$318K	Buy
2023 Q1	$255K	Buy