JCIC Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $93.1K | Hold |
347
| – | – | 0.04% | 65 |
|
|
2024
Q4 | $116K | Buy |
347
+7
| +2% | +$2.34K | 0.05% | 55 |
|
|
2024
Q3 | $93.1K | Buy |
340
+26
| +8% | +$7.12K | 0.04% | 57 |
|
|
2024
Q2 | $80.7K | Buy |
314
+50
| +19% | +$12.9K | 0.03% | 57 |
|
|
2024
Q1 | $79.5K | Buy |
264
+40
| +18% | +$12K | 0.03% | 61 |
|
|
2023
Q4 | $58.9K | Hold |
224
| – | – | 0.03% | 64 |
|
|
2023
Q3 | $45.4K | Hold |
224
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $47.3K | Hold |
224
| – | – | 0.02% | 72 |
|
|
2023
Q1 | $44.8K | Hold |
224
| – | – | 0.02% | 68 |
|
|
2022
Q4 | $30K | Hold |
224
| – | – | 0.01% | 79 |
|
|
2022
Q3 | $36K | Sell |
224
-151
| -40% | -$24.3K | 0.02% | 75 |
|
|
2022
Q2 | $62K | Sell |
375
-12
| -3% | -$1.98K | 0.03% | 60 |
|
|
2022
Q1 | $82K | Hold |
387
| – | – | 0.03% | 73 |
|
|
2021
Q4 | $98K | Hold |
387
| – | – | 0.03% | 65 |
|
|
2021
Q3 | $105K | Hold |
387
| – | – | 0.03% | 66 |
|
|
2021
Q2 | $117K | Hold |
387
| – | – | 0.03% | 70 |
|
|
2021
Q1 | $82K | Buy |
387
+99
| +34% | +$21K | 0.03% | 69 |
|
|
2020
Q4 | $64K | Buy |
288
+153
| +113% | +$34K | 0.03% | 69 |
|
|
2020
Q3 | $34K | Buy |
135
+20
| +17% | +$5.04K | 0.02% | 71 |
|
|
2020
Q2 | $22K | Buy |
115
+35
| +44% | +$6.7K | 0.01% | 74 |
|
|
2020
Q1 | $12K | Buy |
+80
| New | +$12K | 0.01% | 79 |
|