Joel Isaacson & Co’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 | $821K | Buy |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $643K | Buy |
|
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $586K | Buy |
|
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|
2023
Q4 | $371K | Buy |
|
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|
2023
Q3 | $285K | Sell |
|
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $278K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $268K | Buy |
|
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|
2020
Q4 | $226K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $33K | Hold |
|
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|
2015
Q3 | $30K | Hold |
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|
2015
Q2 | $30K | Hold |
|
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|
2015
Q1 | $28K | Hold |
|
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|
2014
Q4 | $25K | Hold |
|
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|
2014
Q3 | $24K | Hold |
|
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|
2014
Q2 | $25K | Hold |
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|
2014
Q1 | $24K | Hold |
|
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|
2013
Q4 | $23K | Hold |
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|
2013
Q3 | $22K | Buy |
|