JFS Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
552
+44
| +9% | +$12K | 0.01% | 323 |
|
|
2025
Q1 | $136K | Buy |
508
+26
| +5% | +$6.97K | 0.01% | 337 |
|
|
2024
Q4 | $161K | Sell |
482
-30
| -6% | -$10K | 0.01% | 312 |
|
|
2024
Q3 | $140K | Buy |
512
+110
| +27% | +$30.1K | 0.01% | 329 |
|
|
2024
Q2 | $103K | Sell |
402
-73
| -15% | -$18.8K | 0.01% | 304 |
|
|
2024
Q1 | $143K | Buy |
475
+122
| +35% | +$36.7K | 0.01% | 276 |
|
|
2023
Q4 | $92.9K | Buy |
353
+36
| +11% | +$9.47K | 0.01% | 317 |
|
|
2023
Q3 | $64.3K | Buy |
317
+9
| +3% | +$1.83K | 0.01% | 341 |
|
|
2023
Q2 | $65.1K | Sell |
308
-6
| -2% | -$1.27K | 0.01% | 338 |
|
|
2023
Q1 | $62.7K | Buy |
314
+36
| +13% | +$7.19K | 0.01% | 343 |
|
|
2022
Q4 | $36.9K | Sell |
278
-8
| -3% | -$1.06K | ﹤0.01% | 408 |
|
|
2022
Q3 | $41K | Sell |
286
-52
| -15% | -$7.46K | ﹤0.01% | 414 |
|
|
2022
Q2 | $56K | Buy |
338
+4
| +1% | +$663 | 0.01% | 375 |
|
|
2022
Q1 | $71K | Sell |
334
-179
| -35% | -$38.1K | 0.01% | 351 |
|
|
2021
Q4 | $130K | Hold |
513
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $139K | Buy |
513
+403
| +366% | +$109K | 0.01% | 260 |
|
|
2021
Q2 | $27K | Hold |
110
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $23K | Hold |
110
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $24K | Buy |
110
+67
| +156% | +$14.6K | 0.01% | 310 |
|
|
2020
Q3 | $11K | Buy |
43
+30
| +231% | +$7.67K | ﹤0.01% | 388 |
|
|
2020
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $2K | Sell |
13
-13
| -50% | -$2K | ﹤0.01% | 432 |
|
|
2019
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 416 |
|
|
2019
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 415 |
|
|
2015
Q3 | – | Sell |
-258
| Closed | -$18K | – | 496 |
|
|
2015
Q2 | $18K | Sell |
258
-33
| -11% | -$2.3K | 0.01% | 293 |
|
|
2015
Q1 | $19K | Sell |
291
-133
| -31% | -$8.68K | 0.01% | 290 |
|
|
2014
Q4 | $25K | Buy |
424
+292
| +221% | +$17.2K | ﹤0.01% | 261 |
|
|
2014
Q3 | $8K | Sell |
132
-18
| -12% | -$1.09K | ﹤0.01% | 351 |
|
|
2014
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 336 |
|