New Jersey Better Educational Savings Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,656
| Closed | -$499K | – | 47 |
|
|
2024
Q1 | $499K | Hold |
1,656
| – | – | 0.94% | 27 |
|
|
2023
Q4 | $436K | Hold |
1,656
| – | – | 0.92% | 26 |
|
|
2023
Q3 | $336K | Hold |
1,656
| – | – | 0.82% | 35 |
|
|
2023
Q2 | $350K | Hold |
1,656
| – | – | 0.82% | 38 |
|
|
2023
Q1 | $331K | Hold |
1,656
| – | – | 0.89% | 39 |
|
|
2022
Q4 | $220K | Hold |
1,656
| – | – | 0.65% | 64 |
|
|
2022
Q3 | $238K | Hold |
1,656
| – | – | 0.8% | 48 |
|
|
2022
Q2 | $273K | Hold |
1,656
| – | – | 0.86% | 42 |
|
|
2022
Q1 | $352K | Hold |
1,656
| – | – | 0.86% | 42 |
|
|
2021
Q4 | $421K | Hold |
1,656
| – | – | 0.93% | 33 |
|
|
2021
Q3 | $449K | Hold |
1,656
| – | – | 0.89% | 31 |
|
|
2021
Q2 | $405K | Hold |
1,656
| – | – | 0.81% | 39 |
|
|
2021
Q1 | $351K | Sell |
1,656
-940
| -36% | -$199K | 0.77% | 47 |
|
|
2020
Q4 | $578K | Sell |
2,596
-404
| -13% | -$90K | 1.07% | 23 |
|
|
2020
Q3 | $754K | Hold |
3,000
| – | – | 1.25% | 18 |
|
|
2020
Q2 | $562K | Hold |
3,000
| – | – | 1.03% | 27 |
|
|
2020
Q1 | $432K | Hold |
3,000
| – | – | 1.02% | 34 |
|
|
2019
Q4 | $488K | Hold |
3,000
| – | – | 0.83% | 35 |
|
|
2019
Q3 | $445K | Buy |
3,000
+500
| +20% | +$74.2K | 0.62% | 34 |
|
|
2019
Q2 | $379K | Buy |
2,500
+300
| +14% | +$45.5K | 0.5% | 50 |
|
|
2019
Q1 | $348K | Buy |
2,200
+200
| +10% | +$31.6K | 0.46% | 65 |
|
|
2018
Q4 | $274K | Buy |
+2,000
| New | +$274K | 0.35% | 106 |
|
|
2017
Q1 | – | Sell |
-8,000
| Closed | -$548K | – | 175 |
|
|
2016
Q4 | $548K | Sell |
8,000
-3,000
| -27% | -$206K | 0.35% | 115 |
|
|
2016
Q3 | $785K | Buy |
+11,000
| New | +$785K | 0.51% | 57 |
|