JAM
Jupiter Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Buy |
436,294
+276,079
| +172% | +$75.3M | 0.99% | 12 |
|
|
2025
Q1 | $43M | Sell |
160,215
-34,153
| -18% | -$9.17M | 0.41% | 87 |
|
|
2024
Q4 | $65M | Buy |
194,368
+128,999
| +197% | +$43.1M | 0.63% | 37 |
|
|
2024
Q3 | $17.9M | Buy |
+65,369
| New | +$17.9M | 0.16% | 173 |
|
|
2024
Q1 | – | Sell |
-17,675
| Closed | -$4.65M | – | 447 |
|
|
2023
Q4 | $4.65M | Sell |
17,675
-73,483
| -81% | -$19.3M | 0.05% | 261 |
|
|
2023
Q3 | $18.5M | Hold |
91,158
| – | – | 0.2% | 144 |
|
|
2023
Q2 | $19.3M | Buy |
+91,158
| New | +$19.3M | 0.21% | 139 |
|
|
2022
Q2 | – | Sell |
-30,215
| Closed | -$6.42M | – | 580 |
|
|
2022
Q1 | $6.42M | Buy |
30,215
+1,367
| +5% | +$290K | 0.08% | 226 |
|
|
2021
Q4 | $7.36M | Buy |
+28,848
| New | +$7.36M | 0.08% | 230 |
|
|
2021
Q2 | – | Sell |
-170,364
| Closed | -$36.1M | – | 603 |
|
|
2021
Q1 | $36.1M | Buy |
170,364
+34,294
| +25% | +$7.27M | 0.36% | 78 |
|
|
2020
Q4 | $30.2M | Buy |
136,070
+47,664
| +54% | +$10.6M | 0.3% | 91 |
|
|
2020
Q3 | $22.2M | Buy |
88,406
+65,897
| +293% | +$16.5M | 0.23% | 115 |
|
|
2020
Q2 | $4.22M | Buy |
+22,509
| New | +$4.22M | 0.14% | 144 |
|