Juncture Wealth Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,440
| Closed | -$379K | – | 111 |
|
|
2023
Q4 | $379K | Sell |
1,440
-2,835
| -66% | -$642K | 0.17% | 86 |
|
|
2023
Q3 | $867K | Buy |
4,275
+1,413
| +49% | +$305K | 0.42% | 50 |
|
|
2023
Q2 | $605K | Buy |
+2,862
| New | +$584K | 0.28% | 74 |
|
|
2022
Q3 | – | Sell |
-2,115
| Closed | -$349K | – | 106 |
|
|
2022
Q2 | $349K | Sell |
2,115
-682
| -24% | -$121K | 0.17% | 87 |
|
|
2022
Q1 | $594K | Sell |
2,797
-853
| -23% | -$184K | 0.28% | 70 |
|
|
2021
Q4 | $928K | Buy |
3,650
+216
| +6% | +$60.7K | 0.44% | 51 |
|
|
2021
Q3 | $931K | Sell |
3,434
-5
| -0.1% | -$1.27K | 0.49% | 42 |
|
|
2021
Q2 | $837K | Buy |
3,439
+375
| +12% | +$86.4K | 0.48% | 49 |
|
|
2021
Q1 | $643K | Sell |
3,064
-1,253
| -29% | -$279K | 0.4% | 55 |
|
|
2020
Q4 | $961K | Sell |
4,317
-149
| -3% | -$36.2K | 0.61% | 37 |
|
|
2020
Q3 | $1.12M | Buy |
4,466
+45
| +1% | +$9.85K | 0.78% | 28 |
|
|
2020
Q2 | $828K | Buy |
4,421
+188
| +4% | +$31.7K | 0.62% | 39 |
|
|
2020
Q1 | $609K | Sell |
4,233
-332
| -7% | -$56.9K | 0.56% | 43 |
|
|
2019
Q4 | $742K | Sell |
4,565
-116
| -2% | -$18.2K | 0.58% | 48 |
|
|
2019
Q3 | $695K | Sell |
4,681
-434
| -8% | -$66K | 0.61% | 44 |
|
|
2019
Q2 | $776K | Sell |
5,115
-446
| -8% | -$69.9K | 0.62% | 43 |
|
|
2019
Q1 | $881K | Sell |
5,561
-1,426
| -20% | -$221K | 0.68% | 39 |
|
|
2018
Q4 | $957K | Sell |
6,987
-1,420
| -17% | -$195K | 0.65% | 39 |
|
|
2018
Q3 | $1.34M | Sell |
8,407
-758
| -8% | -$112K | 0.7% | 37 |
|
|
2018
Q2 | $1.25M | Buy |
9,165
+88
| +1% | +$11.2K | 0.67% | 36 |
|
|
2018
Q1 | $1.06M | Sell |
9,077
-1,138
| -11% | -$131K | 0.59% | 39 |
|
|
2017
Q4 | $1.04M | Sell |
10,215
-2,228
| -18% | -$227K | 0.59% | 43 |
|
|
2017
Q3 | $1.16M | Sell |
12,443
-900
| -7% | -$82.8K | 0.65% | 40 |
|
|
2017
Q2 | $1.16M | Buy |
13,343
+215
| +2% | +$18.7K | 0.66% | 38 |
|
|
2017
Q1 | $1.08M | Buy |
13,128
+958
| +8% | +$76.5K | 0.67% | 42 |
|
|
2016
Q4 | $833K | Sell |
12,170
-56
| -0.5% | -$4.06K | 0.58% | 45 |
|
|
2016
Q3 | $872K | Buy |
12,226
+1,139
| +10% | +$88.8K | 0.59% | 44 |
|
|
2016
Q2 | $880K | Sell |
11,087
-2,641
| -19% | -$207K | 0.63% | 41 |
|
|
2016
Q1 | $1.01M | Sell |
13,728
-775
| -5% | -$53.4K | 0.75% | 32 |
|
|
2015
Q4 | $1.14M | Buy |
14,503
+1,068
| +8% | +$83.4K | 0.85% | 26 |
|
|
2015
Q3 | $933K | Buy |
13,435
+1,973
| +17% | +$140K | 0.76% | 26 |
|
|
2015
Q2 | $798K | Sell |
11,462
-1,518
| -12% | -$108K | 0.65% | 32 |
|
|
2015
Q1 | $867K | Sell |
12,980
-14,108
| -52% | -$875K | 0.71% | 31 |
|
|
2014
Q4 | $1.6M | Buy |
+27,088
| New | +$1.6M | 0.77% | 35 |
|
Other funds holding CRM
Juncture Wealth Strategies's CRM Position: Q1 2024 in Review
Juncture Wealth Strategies sold out of Salesforce (CRM) in Q1 2024, closing a stake of 1,440 shares — an estimated $379K sold.
Juncture Wealth Strategies first reported a position in CRM in Q4 2014 and held it in 34 quarters. The position peaked at $1.6M in Q4 2014. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.
- Juncture Wealth Strategies reported no remaining Salesforce position as of Q1 2024 after selling out during the quarter.
- Juncture Wealth Strategies sold 1,440 Salesforce shares in Q1 2024, an estimated $379K.
- Juncture Wealth Strategies first reported a position in Salesforce in Q4 2014 and held it in 34 quarters.
- Juncture Wealth Strategies's Salesforce position peaked at $1.6M in Q4 2014.
- 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.
Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.