JT Stratford LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
7,346
+5,131
| +232% | +$1.4M | 0.3% | 70 |
|
|
2025
Q1 | $594K | Sell |
2,215
-300
| -12% | -$80.5K | 0.11% | 187 |
|
|
2024
Q4 | $841K | Sell |
2,515
-326
| -11% | -$109K | 0.14% | 155 |
|
|
2024
Q3 | $778K | Buy |
2,841
+712
| +33% | +$195K | 0.13% | 161 |
|
|
2024
Q2 | $547K | Sell |
2,129
-512
| -19% | -$132K | 0.1% | 185 |
|
|
2024
Q1 | $795K | Buy |
2,641
+936
| +55% | +$282K | 0.16% | 155 |
|
|
2023
Q4 | $449K | Buy |
1,705
+224
| +15% | +$58.9K | 0.1% | 188 |
|
|
2023
Q3 | $300K | Sell |
1,481
-2,601
| -64% | -$527K | 0.08% | 198 |
|
|
2023
Q2 | $862K | Buy |
4,082
+2,992
| +274% | +$632K | 0.23% | 105 |
|
|
2023
Q1 | $218K | Sell |
1,090
-3,275
| -75% | -$654K | 0.06% | 213 |
|
|
2022
Q4 | $579K | Sell |
4,365
-737
| -14% | -$97.7K | 0.19% | 120 |
|
|
2022
Q3 | $734K | Sell |
5,102
-6,135
| -55% | -$883K | 0.26% | 82 |
|
|
2022
Q2 | $1.86M | Buy |
11,237
+808
| +8% | +$133K | 0.59% | 42 |
|
|
2022
Q1 | $2.21M | Buy |
10,429
+2,107
| +25% | +$447K | 0.65% | 46 |
|
|
2021
Q4 | $2.12M | Sell |
8,322
-54
| -0.6% | -$13.7K | 0.58% | 50 |
|
|
2021
Q3 | $2.27M | Buy |
8,376
+86
| +1% | +$23.3K | 0.7% | 40 |
|
|
2021
Q2 | $2.03M | Buy |
8,290
+809
| +11% | +$198K | 0.65% | 39 |
|
|
2021
Q1 | $1.59M | Buy |
7,481
+425
| +6% | +$90K | 0.56% | 50 |
|
|
2020
Q4 | $1.57M | Sell |
7,056
-1,811
| -20% | -$403K | 0.59% | 44 |
|
|
2020
Q3 | $2.23M | Sell |
8,867
-62
| -0.7% | -$15.6K | 0.96% | 26 |
|
|
2020
Q2 | $1.67M | Buy |
8,929
+141
| +2% | +$26.4K | 0.86% | 36 |
|
|
2020
Q1 | $1.27M | Sell |
8,788
-1,420
| -14% | -$204K | 0.77% | 40 |
|
|
2019
Q4 | $1.66M | Sell |
10,208
-623
| -6% | -$101K | 0.76% | 43 |
|
|
2019
Q3 | $1.61M | Buy |
10,831
+1,101
| +11% | +$163K | 0.9% | 38 |
|
|
2019
Q2 | $1.48M | Sell |
9,730
-796
| -8% | -$121K | 0.82% | 38 |
|
|
2019
Q1 | $1.67M | Buy |
10,526
+1,060
| +11% | +$168K | 0.96% | 36 |
|
|
2018
Q4 | $1.3M | Sell |
9,466
-1,650
| -15% | -$226K | 0.86% | 43 |
|
|
2018
Q3 | $1.77M | Sell |
11,116
-551
| -5% | -$87.6K | 1.01% | 36 |
|
|
2018
Q2 | $1.59M | Sell |
11,667
-193
| -2% | -$26.3K | 0.98% | 41 |
|
|
2018
Q1 | $1.38M | Sell |
11,860
-2,375
| -17% | -$276K | 0.86% | 41 |
|
|
2017
Q4 | $1.46M | Sell |
14,235
-1,493
| -9% | -$153K | 0.95% | 38 |
|
|
2017
Q3 | $1.47M | Buy |
15,728
+1,128
| +8% | +$105K | 0.95% | 37 |
|
|
2017
Q2 | $1.26M | Sell |
14,600
-2,246
| -13% | -$194K | 0.89% | 38 |
|
|
2017
Q1 | $1.39M | Buy |
16,846
+9,766
| +138% | +$806K | 1.03% | 36 |
|
|
2016
Q4 | $485K | Buy |
+7,080
| New | +$485K | 0.41% | 66 |
|