JF
JSF Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
1,735
+158
| +10% | +$43.1K | 0.11% | 86 |
|
|
2025
Q1 | $423K | Buy |
1,577
+5
| +0.3% | +$1.34K | 0.11% | 84 |
|
|
2024
Q4 | $526K | Buy |
1,572
+373
| +31% | +$125K | 0.14% | 79 |
|
|
2024
Q3 | $328K | Sell |
1,199
-6
| -0.5% | -$1.64K | 0.1% | 88 |
|
|
2024
Q2 | $310K | Hold |
1,205
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $363K | Hold |
1,205
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $317K | Buy |
1,205
+6
| +0.5% | +$1.58K | 0.11% | 82 |
|
|
2023
Q3 | $243K | Sell |
1,199
-24
| -2% | -$4.87K | 0.09% | 90 |
|
|
2023
Q2 | $258K | Buy |
1,223
+20
| +2% | +$4.23K | 0.09% | 89 |
|
|
2023
Q1 | $240K | Buy |
+1,203
| New | +$240K | 0.09% | 104 |
|
|
2022
Q3 | – | Sell |
-1,230
| Closed | -$203K | – | 105 |
|
|
2022
Q2 | $203K | Buy |
1,230
+107
| +10% | +$17.7K | 0.09% | 93 |
|
|
2022
Q1 | $238K | Buy |
1,123
+6
| +0.5% | +$1.27K | 0.1% | 97 |
|
|
2021
Q4 | $284K | Sell |
1,117
-799
| -42% | -$203K | 0.14% | 84 |
|
|
2021
Q3 | $520K | Buy |
1,916
+717
| +60% | +$195K | 0.26% | 41 |
|
|
2021
Q2 | $293K | Sell |
1,199
-280
| -19% | -$68.4K | 0.17% | 73 |
|
|
2021
Q1 | $313K | Buy |
1,479
+56
| +4% | +$11.9K | 0.2% | 55 |
|
|
2020
Q4 | $317K | Buy |
1,423
+30
| +2% | +$6.68K | 0.22% | 51 |
|
|
2020
Q3 | $350K | Buy |
1,393
+50
| +4% | +$12.6K | 0.27% | 45 |
|
|
2020
Q2 | $252K | Buy |
+1,343
| New | +$252K | 0.22% | 51 |
|
|
2020
Q1 | – | Sell |
-1,343
| Closed | -$218K | – | 62 |
|
|
2019
Q4 | $218K | Buy |
+1,343
| New | +$218K | 0.22% | 59 |
|
|
2019
Q3 | – | Sell |
-1,343
| Closed | -$204K | – | 63 |
|
|
2019
Q2 | $204K | Hold |
1,343
| – | – | 0.22% | 58 |
|
|
2019
Q1 | $213K | Buy |
+1,343
| New | +$213K | 0.24% | 54 |
|