LJAC
L.J. Altfest & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-860
| Closed | -$231K | – | 346 |
|
|
2025
Q1 | $231K | Sell |
860
-1,129
| -57% | -$303K | 0.03% | 298 |
|
|
2024
Q4 | $665K | Sell |
1,989
-85
| -4% | -$28.4K | 0.08% | 168 |
|
|
2024
Q3 | $568K | Sell |
2,074
-181
| -8% | -$49.6K | 0.08% | 194 |
|
|
2024
Q2 | $580K | Sell |
2,255
-1,325
| -37% | -$341K | 0.08% | 172 |
|
|
2024
Q1 | $1.08M | Sell |
3,580
-1,766
| -33% | -$532K | 0.15% | 113 |
|
|
2023
Q4 | $1.41M | Sell |
5,346
-1,045
| -16% | -$275K | 0.2% | 88 |
|
|
2023
Q3 | $1.3M | Buy |
6,391
+49
| +0.8% | +$9.94K | 0.2% | 81 |
|
|
2023
Q2 | $1.34M | Sell |
6,342
-59
| -0.9% | -$12.5K | 0.2% | 81 |
|
|
2023
Q1 | $1.28M | Buy |
6,401
+191
| +3% | +$38.2K | 0.2% | 77 |
|
|
2022
Q4 | $823K | Sell |
6,210
-1,217
| -16% | -$161K | 0.14% | 111 |
|
|
2022
Q3 | $1.07M | Buy |
7,427
+1,051
| +16% | +$151K | 0.2% | 72 |
|
|
2022
Q2 | $1.05M | Buy |
6,376
+1,427
| +29% | +$235K | 0.19% | 83 |
|
|
2022
Q1 | $1.05M | Buy |
4,949
+1,981
| +67% | +$421K | 0.19% | 84 |
|
|
2021
Q4 | $754K | Sell |
2,968
-788
| -21% | -$200K | 0.14% | 113 |
|
|
2021
Q3 | $1.02M | Buy |
3,756
+82
| +2% | +$22.2K | 0.21% | 81 |
|
|
2021
Q2 | $897K | Buy |
3,674
+895
| +32% | +$219K | 0.19% | 91 |
|
|
2021
Q1 | $589K | Buy |
2,779
+1,041
| +60% | +$221K | 0.14% | 118 |
|
|
2020
Q4 | $387K | Buy |
+1,738
| New | +$387K | 0.09% | 158 |
|