JGCM
Joseph Group Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
12,831
+2,758
| +27% | +$752K | 1.17% | 32 |
|
|
2025
Q1 | $2.7M | Buy |
10,073
+1,268
| +14% | +$340K | 1.03% | 37 |
|
|
2024
Q4 | $2.94M | Sell |
8,805
-891
| -9% | -$298K | 1.16% | 28 |
|
|
2024
Q3 | $2.65M | Buy |
9,696
+2,515
| +35% | +$688K | 1.01% | 28 |
|
|
2024
Q2 | $1.85M | Buy |
7,181
+111
| +2% | +$28.5K | 0.96% | 38 |
|
|
2024
Q1 | $2.13M | Buy |
7,070
+942
| +15% | +$284K | 1.07% | 25 |
|
|
2023
Q4 | $1.61M | Buy |
6,128
+157
| +3% | +$41.3K | 0.94% | 27 |
|
|
2023
Q3 | $1.21M | Buy |
5,971
+227
| +4% | +$46K | 0.87% | 36 |
|
|
2023
Q2 | $1.21M | Buy |
5,744
+441
| +8% | +$93.2K | 1.02% | 34 |
|
|
2023
Q1 | $1.06M | Buy |
+5,303
| New | +$1.06M | 0.93% | 37 |
|