JBR Co Financial Management’s Salesforce CRM Stock Holding History

JBR Co Financial 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 Q3	–	Sell
2025 Q2	$326K	Sell
2025 Q1	$328K	Hold
2024 Q4	$409K	Buy
2024 Q3	$332K	Sell
2024 Q2	$322K	Buy
2024 Q1	$373K	Hold
2023 Q4	$326K	Buy