JCM
Junto Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Buy |
230,840
+99,174
| +75% | +$27M | 1.31% | 27 |
|
|
2025
Q1 | $35.3M | Sell |
131,666
-26,245
| -17% | -$7.04M | 0.74% | 51 |
|
|
2024
Q4 | $52.8M | Sell |
157,911
-214,377
| -58% | -$71.7M | 1.02% | 33 |
|
|
2024
Q3 | $102M | Buy |
+372,288
| New | +$102M | 2.26% | 10 |
|
|
2024
Q2 | – | Sell |
-167,371
| Closed | -$50.4M | – | 81 |
|
|
2024
Q1 | $50.4M | Sell |
167,371
-124,348
| -43% | -$37.5M | 1.12% | 40 |
|
|
2023
Q4 | $76.8M | Sell |
291,719
-138,375
| -32% | -$36.4M | 1.72% | 18 |
|
|
2023
Q3 | $87.2M | Buy |
430,094
+178,103
| +71% | +$36.1M | 2.07% | 12 |
|
|
2023
Q2 | $53.2M | Buy |
251,991
+52,180
| +26% | +$11M | 1.35% | 29 |
|
|
2023
Q1 | $39.9M | Sell |
199,811
-116,891
| -37% | -$23.4M | 1.11% | 35 |
|
|
2022
Q4 | $42M | Buy |
316,702
+104,386
| +49% | +$13.8M | 1.19% | 33 |
|
|
2022
Q3 | $30.5M | Buy |
212,316
+111,411
| +110% | +$16M | 0.85% | 47 |
|
|
2022
Q2 | $16.7M | Sell |
100,905
-82,998
| -45% | -$13.7M | 0.49% | 60 |
|
|
2022
Q1 | $39M | Sell |
183,903
-25,919
| -12% | -$5.5M | 1.07% | 41 |
|
|
2021
Q4 | $53.3M | Buy |
209,822
+71,734
| +52% | +$18.2M | 1.37% | 30 |
|
|
2021
Q3 | $37.5M | Buy |
+138,088
| New | +$37.5M | 1.18% | 37 |
|
|
2020
Q1 | – | Sell |
-263,849
| Closed | -$42.9M | – | 43 |
|
|
2019
Q4 | $42.9M | Buy |
263,849
+68,808
| +35% | +$11.2M | 2.02% | 22 |
|
|
2019
Q3 | $29M | Buy |
195,041
+153,741
| +372% | +$22.8M | 1.72% | 28 |
|
|
2019
Q2 | $6.27M | Sell |
41,300
-311,388
| -88% | -$47.2M | 0.36% | 33 |
|
|
2019
Q1 | $55.9M | Buy |
+352,688
| New | +$55.9M | 3.21% | 12 |
|