Joel Isaacson & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
3,011
+123
| +4% | +$33.5K | 0.03% | 187 |
|
|
2025
Q1 | $775K | Buy |
2,888
+454
| +19% | +$122K | 0.04% | 185 |
|
|
2024
Q4 | $814K | Buy |
2,434
+85
| +4% | +$28.4K | 0.04% | 169 |
|
|
2024
Q3 | $643K | Buy |
2,349
+346
| +17% | +$94.7K | 0.03% | 186 |
|
|
2024
Q2 | $515K | Buy |
2,003
+56
| +3% | +$14.4K | 0.03% | 210 |
|
|
2024
Q1 | $586K | Buy |
1,947
+536
| +38% | +$161K | 0.03% | 193 |
|
|
2023
Q4 | $371K | Buy |
1,411
+8
| +0.6% | +$2.11K | 0.02% | 232 |
|
|
2023
Q3 | $285K | Sell |
1,403
-20
| -1% | -$4.06K | 0.02% | 249 |
|
|
2023
Q2 | $301K | Buy |
1,423
+32
| +2% | +$6.76K | 0.02% | 253 |
|
|
2023
Q1 | $278K | Buy |
+1,391
| New | +$278K | 0.02% | 269 |
|
|
2022
Q1 | – | Sell |
-1,323
| Closed | -$336K | – | 313 |
|
|
2021
Q4 | $336K | Hold |
1,323
| – | – | 0.02% | 246 |
|
|
2021
Q3 | $359K | Buy |
1,323
+158
| +14% | +$42.9K | 0.03% | 225 |
|
|
2021
Q2 | $285K | Sell |
1,165
-100
| -8% | -$24.5K | 0.02% | 240 |
|
|
2021
Q1 | $268K | Buy |
1,265
+250
| +25% | +$53K | 0.02% | 226 |
|
|
2020
Q4 | $226K | Buy |
+1,015
| New | +$226K | 0.02% | 220 |
|
|
2017
Q1 | – | Sell |
-425
| Closed | -$29K | – | 252 |
|
|
2016
Q4 | $29K | Hold |
425
| – | – | 0.01% | 391 |
|
|
2016
Q3 | $30K | Hold |
425
| – | – | 0.01% | 407 |
|
|
2016
Q2 | $34K | Hold |
425
| – | – | 0.01% | 383 |
|
|
2016
Q1 | $31K | Hold |
425
| – | – | 0.01% | 411 |
|
|
2015
Q4 | $33K | Hold |
425
| – | – | 0.01% | 385 |
|
|
2015
Q3 | $30K | Hold |
425
| – | – | 0.01% | 412 |
|
|
2015
Q2 | $30K | Hold |
425
| – | – | 0.01% | 435 |
|
|
2015
Q1 | $28K | Hold |
425
| – | – | 0.01% | 432 |
|
|
2014
Q4 | $25K | Hold |
425
| – | – | 0.01% | 404 |
|
|
2014
Q3 | $24K | Hold |
425
| – | – | 0.01% | 390 |
|
|
2014
Q2 | $25K | Hold |
425
| – | – | 0.01% | 378 |
|
|
2014
Q1 | $24K | Hold |
425
| – | – | 0.01% | 383 |
|
|
2013
Q4 | $23K | Hold |
425
| – | – | 0.01% | 360 |
|
|
2013
Q3 | $22K | Buy |
+425
| New | +$22K | 0.01% | 347 |
|