P.J. Schmidt Investment Management (PJS)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $3.18M | Sell |
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|
2021
Q3 | $4.08M | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.29M | Buy |
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|
2020
Q4 | $3.13M | Buy |
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|
2020
Q3 | $3.34M | Sell |
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|
2020
Q2 | $2.55M | Buy |
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|
2020
Q1 | $1.91M | Buy |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $1.91M | Sell |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $2M | Sell |
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|
2018
Q4 | $1.77M | Buy |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $968K | Buy |
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|
2017
Q3 | $844K | Buy |
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|
2017
Q2 | $432K | Buy |
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|
2017
Q1 | $403K | Buy |
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|
2016
Q4 | $296K | Buy |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $243K | Sell |
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|
2015
Q4 | $297K | Hold |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $243K | Sell |
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|
2015
Q1 | $233K | Sell |
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|
2014
Q4 | $692K | Buy |
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|
2014
Q3 | $631K | Sell |
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|
2014
Q2 | $723K | Sell |
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|
2014
Q1 | $743K | Buy |
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|
2013
Q4 | $559K | Buy |
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|
2013
Q3 | $257K | Buy |
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