JCFM
JBR Co Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,197
-25
| -2% | -$6.82K | 0.16% | 91 |
|
|
2025
Q1 | $328K | Hold |
1,222
| – | – | 0.19% | 86 |
|
|
2024
Q4 | $409K | Buy |
1,222
+10
| +0.8% | +$3.34K | 0.25% | 77 |
|
|
2024
Q3 | $332K | Sell |
1,212
-40
| -3% | -$10.9K | 0.22% | 81 |
|
|
2024
Q2 | $322K | Buy |
1,252
+15
| +1% | +$3.86K | 0.23% | 76 |
|
|
2024
Q1 | $373K | Hold |
1,237
| – | – | 0.3% | 65 |
|
|
2023
Q4 | $326K | Buy |
+1,237
| New | +$326K | 0.31% | 65 |
|