NJIM
Nabity-Jensen Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
4,458
-6
| -0.1% | -$1.64K | 0.9% | 24 |
|
|
2025
Q1 | $1.2M | Buy |
4,464
+24
| +0.5% | +$6.44K | 0.95% | 25 |
|
|
2024
Q4 | $1.48M | Hold |
4,440
| – | – | 1.12% | 21 |
|
|
2024
Q3 | $1.22M | Hold |
4,440
| – | – | 0.93% | 26 |
|
|
2024
Q2 | $1.14M | Sell |
4,440
-36
| -0.8% | -$9.26K | 0.93% | 25 |
|
|
2024
Q1 | $1.35M | Hold |
4,476
| – | – | 1.11% | 21 |
|
|
2023
Q4 | $1.18M | Buy |
+4,476
| New | +$1.18M | 1.06% | 23 |
|