Jones Financial Companies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
406,281
+61,394
| +18% | +$16.8M | 0.08% | 74 |
|
|
2025
Q1 | $93M | Buy |
344,887
+81,916
| +31% | +$22.1M | 0.08% | 70 |
|
|
2024
Q4 | $87.9M | Buy |
262,971
+60,931
| +30% | +$20.4M | 0.08% | 66 |
|
|
2024
Q3 | $55.7M | Buy |
202,040
+74,817
| +59% | +$20.6M | 0.06% | 72 |
|
|
2024
Q2 | $32.7M | Buy |
127,223
+63,004
| +98% | +$16.2M | 0.04% | 73 |
|
|
2024
Q1 | $19.3M | Buy |
64,219
+8,793
| +16% | +$2.65M | 0.03% | 79 |
|
|
2023
Q4 | $14.6M | Buy |
55,426
+357
| +0.6% | +$93.9K | 0.02% | 82 |
|
|
2023
Q3 | $11.2M | Sell |
55,069
-3,333
| -6% | -$676K | 0.02% | 86 |
|
|
2023
Q2 | $12.3M | Sell |
58,402
-6,140
| -10% | -$1.3M | 0.02% | 82 |
|
|
2023
Q1 | $12.9M | Buy |
64,542
+2,719
| +4% | +$543K | 0.02% | 81 |
|
|
2022
Q4 | $8.2M | Buy |
61,823
+393
| +0.6% | +$52.1K | 0.01% | 105 |
|
|
2022
Q3 | $8.84M | Sell |
61,430
-168
| -0.3% | -$24.2K | 0.02% | 88 |
|
|
2022
Q2 | $10.2M | Sell |
61,598
-466
| -0.8% | -$76.9K | 0.02% | 84 |
|
|
2022
Q1 | $13.2M | Buy |
62,064
+2,437
| +4% | +$517K | 0.02% | 83 |
|
|
2021
Q4 | $15.2M | Buy |
59,627
+424
| +0.7% | +$108K | 0.02% | 75 |
|
|
2021
Q3 | $16.1M | Buy |
59,203
+1,269
| +2% | +$344K | 0.02% | 71 |
|
|
2021
Q2 | $14.2M | Buy |
57,934
+5,240
| +10% | +$1.28M | 0.02% | 78 |
|
|
2021
Q1 | $11.2M | Buy |
52,694
+9,486
| +22% | +$2.01M | 0.02% | 88 |
|
|
2020
Q4 | $9.62M | Buy |
43,208
+11,158
| +35% | +$2.48M | 0.02% | 94 |
|
|
2020
Q3 | $8.06M | Buy |
+32,050
| New | +$8.06M | 0.02% | 94 |
|