JCM
Jacobsen Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
1,757
+59
| +3% | +$16.1K | 0.18% | 53 |
|
|
2025
Q1 | $456K | Buy |
1,698
+52
| +3% | +$14K | 0.2% | 47 |
|
|
2024
Q4 | $550K | Buy |
1,646
+68
| +4% | +$22.7K | 0.23% | 41 |
|
|
2024
Q3 | $432K | Buy |
1,578
+176
| +13% | +$48.2K | 0.18% | 46 |
|
|
2024
Q2 | $360K | Sell |
1,402
-137
| -9% | -$35.2K | 0.16% | 52 |
|
|
2024
Q1 | $464K | Buy |
1,539
+5
| +0.3% | +$1.51K | 0.22% | 43 |
|
|
2023
Q4 | $404K | Buy |
1,534
+27
| +2% | +$7.11K | 0.2% | 45 |
|
|
2023
Q3 | $306K | Buy |
1,507
+3
| +0.2% | +$608 | 0.17% | 55 |
|
|
2023
Q2 | $318K | Buy |
1,504
+230
| +18% | +$48.6K | 0.16% | 53 |
|
|
2023
Q1 | $255K | Buy |
+1,274
| New | +$255K | 0.14% | 62 |
|