PJSIMP
P.J. Schmidt Investment Management (PJS)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
5,526
-685
| -11% | -$187K | 0.26% | 62 |
|
|
2025
Q1 | $1.67M | Sell |
6,211
-82
| -1% | -$22K | 0.31% | 56 |
|
|
2024
Q4 | $2.1M | Sell |
6,293
-643
| -9% | -$215K | 0.37% | 54 |
|
|
2024
Q3 | $1.9M | Buy |
6,936
+25
| +0.4% | +$6.84K | 0.33% | 56 |
|
|
2024
Q2 | $1.78M | Buy |
6,911
+15
| +0.2% | +$3.86K | 0.32% | 54 |
|
|
2024
Q1 | $2.08M | Buy |
6,896
+55
| +0.8% | +$16.6K | 0.39% | 54 |
|
|
2023
Q4 | $1.92M | Sell |
6,841
-145
| -2% | -$40.6K | 0.38% | 53 |
|
|
2023
Q3 | $1.46M | Sell |
6,986
-79
| -1% | -$16.5K | 0.31% | 60 |
|
|
2023
Q2 | $1.6M | Sell |
7,065
-158
| -2% | -$35.7K | 0.32% | 61 |
|
|
2023
Q1 | $1.42M | Sell |
7,223
-727
| -9% | -$142K | 0.3% | 65 |
|
|
2022
Q4 | $1.05M | Sell |
7,950
-1,023
| -11% | -$136K | 0.24% | 73 |
|
|
2022
Q3 | $1.44M | Sell |
8,973
-764
| -8% | -$122K | 0.35% | 58 |
|
|
2022
Q2 | $1.71M | Sell |
9,737
-2,720
| -22% | -$479K | 0.37% | 56 |
|
|
2022
Q1 | $2.19M | Sell |
12,457
-1,202
| -9% | -$212K | 0.49% | 47 |
|
|
2021
Q4 | $3.18M | Sell |
13,659
-178
| -1% | -$41.4K | 0.63% | 41 |
|
|
2021
Q3 | $4.08M | Sell |
13,837
-101
| -0.7% | -$29.8K | 0.8% | 39 |
|
|
2021
Q2 | $3.46M | Sell |
13,938
-78
| -0.6% | -$19.4K | 0.69% | 43 |
|
|
2021
Q1 | $3.29M | Buy |
14,016
+126
| +0.9% | +$29.5K | 0.69% | 43 |
|
|
2020
Q4 | $3.13M | Buy |
13,890
+544
| +4% | +$123K | 0.71% | 43 |
|
|
2020
Q3 | $3.34M | Sell |
13,346
-269
| -2% | -$67.3K | 0.81% | 37 |
|
|
2020
Q2 | $2.55M | Buy |
13,615
+363
| +3% | +$68K | 0.76% | 42 |
|
|
2020
Q1 | $1.91M | Buy |
13,252
+440
| +3% | +$63.4K | 0.66% | 46 |
|
|
2019
Q4 | $2.08M | Sell |
12,812
-34
| -0.3% | -$5.53K | 0.56% | 51 |
|
|
2019
Q3 | $1.91M | Sell |
12,846
-103
| -0.8% | -$15.3K | 0.54% | 54 |
|
|
2019
Q2 | $1.97M | Buy |
12,949
+338
| +3% | +$51.3K | 0.57% | 53 |
|
|
2019
Q1 | $2M | Sell |
12,611
-299
| -2% | -$47.3K | 0.58% | 51 |
|
|
2018
Q4 | $1.77M | Buy |
12,910
+1,820
| +16% | +$249K | 0.58% | 52 |
|
|
2018
Q3 | $1.76M | Buy |
11,090
+75
| +0.7% | +$11.9K | 0.5% | 58 |
|
|
2018
Q2 | $1.5M | Buy |
11,015
+125
| +1% | +$17K | 0.44% | 62 |
|
|
2018
Q1 | $1.27M | Buy |
10,890
+1,418
| +15% | +$165K | 0.37% | 64 |
|
|
2017
Q4 | $968K | Buy |
9,472
+435
| +5% | +$44.5K | 0.27% | 72 |
|
|
2017
Q3 | $844K | Buy |
9,037
+4,047
| +81% | +$378K | 0.25% | 77 |
|
|
2017
Q2 | $432K | Buy |
4,990
+100
| +2% | +$8.66K | 0.13% | 97 |
|
|
2017
Q1 | $403K | Buy |
4,890
+560
| +13% | +$46.2K | 0.14% | 98 |
|
|
2016
Q4 | $296K | Buy |
4,330
+990
| +30% | +$67.7K | 0.11% | 114 |
|
|
2016
Q3 | $238K | Buy |
3,340
+50
| +2% | +$3.56K | 0.09% | 119 |
|
|
2016
Q2 | $261K | Hold |
3,290
| – | – | 0.1% | 119 |
|
|
2016
Q1 | $243K | Sell |
3,290
-500
| -13% | -$36.9K | 0.1% | 122 |
|
|
2015
Q4 | $297K | Hold |
3,790
| – | – | 0.12% | 120 |
|
|
2015
Q3 | $263K | Buy |
3,790
+300
| +9% | +$20.8K | 0.11% | 115 |
|
|
2015
Q2 | $243K | Sell |
3,490
-1
| -0% | -$70 | 0.1% | 136 |
|
|
2015
Q1 | $233K | Sell |
3,491
-8,184
| -70% | -$546K | 0.09% | 137 |
|
|
2014
Q4 | $692K | Buy |
11,675
+700
| +6% | +$41.5K | 0.27% | 92 |
|
|
2014
Q3 | $631K | Sell |
10,975
-1,475
| -12% | -$84.8K | 0.26% | 96 |
|
|
2014
Q2 | $723K | Sell |
12,450
-570
| -4% | -$33.1K | 0.28% | 91 |
|
|
2014
Q1 | $743K | Buy |
13,020
+2,900
| +29% | +$165K | 0.29% | 88 |
|
|
2013
Q4 | $559K | Buy |
10,120
+5,175
| +105% | +$286K | 0.24% | 93 |
|
|
2013
Q3 | $257K | Buy |
+4,945
| New | +$257K | 0.12% | 105 |
|