JFS Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
|
|||||
|
2025
Q1 | $136K | Buy |
|
|||||
|
2024
Q4 | $161K | Sell |
|
|||||
|
2024
Q3 | $140K | Buy |
|
|||||
|
2024
Q2 | $103K | Sell |
|
|||||
|
2024
Q1 | $143K | Buy |
|
|||||
|
2023
Q4 | $92.9K | Buy |
|
|||||
|
2023
Q3 | $64.3K | Buy |
|
|||||
|
2023
Q2 | $65.1K | Sell |
|
|||||
|
2023
Q1 | $62.7K | Buy |
|
|||||
|
2022
Q4 | $36.9K | Sell |
|
|||||
|
2022
Q3 | $41K | Sell |
|
|||||
|
2022
Q2 | $56K | Buy |
|
|||||
|
2022
Q1 | $71K | Sell |
|
|||||
|
2021
Q4 | $130K | Hold |
|
|||||
|
2021
Q3 | $139K | Buy |
|
|||||
|
2021
Q2 | $27K | Hold |
|
|||||
|
2021
Q1 | $23K | Hold |
|
|||||
|
2020
Q4 | $24K | Buy |
|
|||||
|
2020
Q3 | $11K | Buy |
|
|||||
|
2020
Q2 | $2K | Hold |
|
|||||
|
2020
Q1 | $2K | Sell |
|
|||||
|
2019
Q4 | $4K | Hold |
|
|||||
|
2019
Q3 | $4K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $18K | Sell |
|
|||||
|
2015
Q1 | $19K | Sell |
|
|||||
|
2014
Q4 | $25K | Buy |
|
|||||
|
2014
Q3 | $8K | Sell |
|
|||||
|
2014
Q2 | $9K | Buy |
|