JDR
Jay D. Rosenbaum’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,178
| Closed | -$303K | – | 16 |
|
|
2024
Q2 | $303K | Sell |
1,178
-5
| -0.4% | -$1.29K | 1.71% | 16 |
|
|
2024
Q1 | $356K | Sell |
1,183
-2,737
| -70% | -$824K | 2.02% | 12 |
|
|
2023
Q4 | $1.03M | Sell |
3,920
-3,385
| -46% | -$891K | 2.67% | 6 |
|
|
2023
Q3 | $1.48M | Sell |
7,305
-45
| -0.6% | -$9.13K | 2.48% | 7 |
|
|
2023
Q2 | $1.55M | Sell |
7,350
-545
| -7% | -$115K | 2.49% | 8 |
|
|
2023
Q1 | $1.58M | Buy |
7,895
+661
| +9% | +$132K | 2.9% | 7 |
|
|
2022
Q4 | $959K | Buy |
7,234
+185
| +3% | +$24.5K | 2.07% | 14 |
|
|
2022
Q3 | $1.01M | Buy |
7,049
+40
| +0.6% | +$5.75K | 2.34% | 12 |
|
|
2022
Q2 | $1.16M | Buy |
7,009
+393
| +6% | +$64.9K | 2.24% | 10 |
|
|
2022
Q1 | $1.41M | Buy |
6,616
+236
| +4% | +$50.1K | 2.22% | 11 |
|
|
2021
Q4 | $1.62M | Buy |
6,380
+510
| +9% | +$130K | 2.38% | 10 |
|
|
2021
Q3 | $1.59M | Sell |
5,870
-173
| -3% | -$46.9K | 2.65% | 10 |
|
|
2021
Q2 | $1.48M | Sell |
6,043
-20
| -0.3% | -$4.89K | 2.45% | 14 |
|
|
2021
Q1 | $1.29M | Buy |
6,063
+130
| +2% | +$27.6K | 2.2% | 17 |
|
|
2020
Q4 | $1.32M | Sell |
5,933
-145
| -2% | -$32.3K | 2.29% | 15 |
|
|
2020
Q3 | $1.53M | Sell |
6,078
-68
| -1% | -$17.1K | 2.81% | 8 |
|
|
2020
Q2 | $1.15M | Hold |
6,146
| – | – | 2.26% | 13 |
|
|
2020
Q1 | $885K | Buy |
6,146
+85
| +1% | +$12.2K | 2.04% | 15 |
|
|
2019
Q4 | $985K | Sell |
6,061
-131
| -2% | -$21.3K | 1.74% | 22 |
|
|
2019
Q3 | $919K | Buy |
6,192
+205
| +3% | +$30.4K | 1.75% | 24 |
|
|
2019
Q2 | $908K | Buy |
5,987
+90
| +2% | +$13.7K | 1.72% | 24 |
|
|
2019
Q1 | $933K | Sell |
5,897
-25
| -0.4% | -$3.96K | 1.77% | 25 |
|
|
2018
Q4 | $811K | Sell |
5,922
-95
| -2% | -$13K | 1.72% | 26 |
|
|
2018
Q3 | $957K | Sell |
6,017
-895
| -13% | -$142K | 1.74% | 26 |
|
|
2018
Q2 | $943K | Sell |
6,912
-85
| -1% | -$11.6K | 1.86% | 27 |
|
|
2018
Q1 | $814K | Hold |
6,997
| – | – | 1.64% | 30 |
|
|
2017
Q4 | $716K | Buy |
6,997
+42
| +0.6% | +$4.3K | 1.32% | 32 |
|
|
2017
Q3 | $650K | Buy |
6,955
+350
| +5% | +$32.7K | 1.24% | 33 |
|
|
2017
Q2 | $572K | Buy |
6,605
+830
| +14% | +$71.9K | 1.13% | 34 |
|
|
2017
Q1 | $477K | Buy |
+5,775
| New | +$477K | 1.01% | 36 |
|