Jay D. Rosenbaum’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,178
| Closed | -$303K | – | 16 |
|
|
2024
Q2 | $303K | Sell |
1,178
-5
| -0.4% | -$1.34K | 1.71% | 16 |
|
|
2024
Q1 | $356K | Sell |
1,183
-2,737
| -70% | -$790K | 2.02% | 12 |
|
|
2023
Q4 | $1.03M | Sell |
3,920
-3,385
| -46% | -$766K | 2.67% | 6 |
|
|
2023
Q3 | $1.48M | Sell |
7,305
-45
| -0.6% | -$9.72K | 2.48% | 7 |
|
|
2023
Q2 | $1.55M | Sell |
7,350
-545
| -7% | -$111K | 2.49% | 8 |
|
|
2023
Q1 | $1.58M | Buy |
7,895
+661
| +9% | +$112K | 2.9% | 7 |
|
|
2022
Q4 | $959K | Buy |
7,234
+185
| +3% | +$27K | 2.07% | 14 |
|
|
2022
Q3 | $1.01M | Buy |
7,049
+40
| +0.6% | +$6.78K | 2.34% | 12 |
|
|
2022
Q2 | $1.16M | Buy |
7,009
+393
| +6% | +$69.4K | 2.24% | 10 |
|
|
2022
Q1 | $1.41M | Buy |
6,616
+236
| +4% | +$50.8K | 2.22% | 11 |
|
|
2021
Q4 | $1.62M | Buy |
6,380
+510
| +9% | +$143K | 2.38% | 10 |
|
|
2021
Q3 | $1.59M | Sell |
5,870
-173
| -3% | -$43.9K | 2.65% | 10 |
|
|
2021
Q2 | $1.48M | Sell |
6,043
-20
| -0.3% | -$4.61K | 2.45% | 14 |
|
|
2021
Q1 | $1.28M | Buy |
6,063
+130
| +2% | +$28.9K | 2.2% | 17 |
|
|
2020
Q4 | $1.32M | Sell |
5,933
-145
| -2% | -$35.3K | 2.29% | 15 |
|
|
2020
Q3 | $1.53M | Sell |
6,078
-68
| -1% | -$14.9K | 2.81% | 8 |
|
|
2020
Q2 | $1.15M | Hold |
6,146
| – | – | 2.26% | 13 |
|
|
2020
Q1 | $885K | Buy |
6,146
+85
| +1% | +$14.6K | 2.04% | 15 |
|
|
2019
Q4 | $985K | Sell |
6,061
-131
| -2% | -$20.5K | 1.74% | 22 |
|
|
2019
Q3 | $919K | Buy |
6,192
+205
| +3% | +$31.2K | 1.75% | 24 |
|
|
2019
Q2 | $908K | Buy |
5,987
+90
| +2% | +$14.1K | 1.72% | 24 |
|
|
2019
Q1 | $933K | Sell |
5,897
-25
| -0.4% | -$3.88K | 1.77% | 25 |
|
|
2018
Q4 | $811K | Sell |
5,922
-95
| -2% | -$13.1K | 1.72% | 26 |
|
|
2018
Q3 | $957K | Sell |
6,017
-895
| -13% | -$133K | 1.74% | 26 |
|
|
2018
Q2 | $943K | Sell |
6,912
-85
| -1% | -$10.8K | 1.86% | 27 |
|
|
2018
Q1 | $814K | Hold |
6,997
| – | – | 1.64% | 30 |
|
|
2017
Q4 | $716K | Buy |
6,997
+42
| +0.6% | +$4.28K | 1.32% | 32 |
|
|
2017
Q3 | $650K | Buy |
6,955
+350
| +5% | +$32.2K | 1.24% | 33 |
|
|
2017
Q2 | $572K | Buy |
6,605
+830
| +14% | +$72.3K | 1.13% | 34 |
|
|
2017
Q1 | $477K | Buy |
+5,775
| New | +$461K | 1.01% | 36 |
|
Other funds holding CRM
Jay D. Rosenbaum's CRM Position: Q3 2024 in Review
Jay D. Rosenbaum sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,178 shares — an estimated $303K sold.
Jay D. Rosenbaum first reported a position in CRM in Q1 2017 and held it in 30 quarters. The position peaked at $1.62M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.
- Jay D. Rosenbaum reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
- Jay D. Rosenbaum sold 1,178 Salesforce shares in Q3 2024, an estimated $303K.
- Jay D. Rosenbaum first reported a position in Salesforce in Q1 2017 and held it in 30 quarters.
- Jay D. Rosenbaum's Salesforce position peaked at $1.62M in Q4 2021.
- 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.
Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.