JP Morgan Private Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $115M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $149M | Sell |
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|
2022
Q4 | $99.7M | Sell |
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|
2022
Q3 | $179M | Buy |
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|
2022
Q2 | $182M | Sell |
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|
2022
Q1 | $247M | Buy |
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|
2021
Q4 | $263M | Buy |
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|
2021
Q3 | $267M | Buy |
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|
2021
Q2 | $215M | Buy |
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|
2021
Q1 | $145M | Buy |
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|
2020
Q4 | $144M | Buy |
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|
2020
Q3 | $141M | Buy |
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|
2020
Q2 | $98.6M | Buy |
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|
2020
Q1 | $65.4M | Buy |
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|
2019
Q4 | $58M | Buy |
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|
2019
Q3 | $45.8M | Sell |
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|
2019
Q2 | $48.2M | Sell |
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|
2019
Q1 | $56.3M | Buy |
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|
2018
Q4 | $39.1M | Buy |
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|
2018
Q3 | $35.4M | Buy |
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|
2018
Q2 | $27.7M | Buy |
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|
2018
Q1 | $17.4M | Buy |
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|
2017
Q4 | $13.1M | Buy |
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|
2017
Q3 | $9.92M | Buy |
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|
2017
Q2 | $9.11M | Sell |
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|
2017
Q1 | $9.03M | Sell |
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|
2016
Q4 | $16M | Sell |
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|
2016
Q3 | $19.2M | Buy |
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|
2016
Q2 | $21.3M | Sell |
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|
2016
Q1 | $21.1M | Buy |
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|
2015
Q4 | $20.2M | Buy |
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|
2015
Q3 | $17.4M | Buy |
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|
2015
Q2 | $16.6M | Sell |
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|
2015
Q1 | $16.1M | Buy |
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|
2014
Q4 | $13.3M | Buy |
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|
2014
Q3 | $11.4M | Buy |
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|
2014
Q2 | $8.09M | Buy |
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|
2014
Q1 | $7.68M | Buy |
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|
2013
Q4 | $6.21M | Buy |
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|
2013
Q3 | $4.85M | Buy |
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|
2013
Q2 | $1.41M | Buy |
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