Jones Financial Companies’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 | $111M | Buy |
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|
2025
Q1 | $93M | Buy |
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|
2024
Q4 | $87.9M | Buy |
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|
2024
Q3 | $55.7M | Buy |
|
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|
2024
Q2 | $32.7M | Buy |
|
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|
2024
Q1 | $19.3M | Buy |
|
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $11.2M | Sell |
|
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $12.9M | Buy |
|
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|
2022
Q4 | $8.2M | Buy |
|
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|
2022
Q3 | $8.84M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $13.2M | Buy |
|
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $16.1M | Buy |
|
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $9.62M | Buy |
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|
2020
Q3 | $8.05M | Buy |
|