SJIM
St. Johns Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,923
+529
| +8% | +$144K | 0.87% | 28 |
|
|
2025
Q1 | $1.72M | Buy |
6,394
+90
| +1% | +$24.2K | 0.85% | 31 |
|
|
2024
Q4 | $2.11M | Sell |
6,304
-248
| -4% | -$82.9K | 0.98% | 26 |
|
|
2024
Q3 | $1.79M | Buy |
6,552
+2
| +0% | +$547 | 0.84% | 34 |
|
|
2024
Q2 | $1.68M | Buy |
6,550
+716
| +12% | +$184K | 0.8% | 35 |
|
|
2024
Q1 | $1.76M | Buy |
5,834
+228
| +4% | +$68.7K | 0.84% | 34 |
|
|
2023
Q4 | $1.48M | Buy |
5,606
+130
| +2% | +$34.2K | 0.75% | 38 |
|
|
2023
Q3 | $1.11M | Sell |
5,476
-58
| -1% | -$11.8K | 0.63% | 47 |
|
|
2023
Q2 | $1.17M | Sell |
5,534
-23
| -0.4% | -$4.86K | 0.64% | 48 |
|
|
2023
Q1 | $1.11M | Sell |
5,557
-70
| -1% | -$14K | 0.64% | 49 |
|
|
2022
Q4 | $746K | Sell |
5,627
-1,090
| -16% | -$145K | 0.45% | 60 |
|
|
2022
Q3 | $966K | Sell |
6,717
-202
| -3% | -$29.1K | 0.63% | 49 |
|
|
2022
Q2 | $1.14M | Sell |
6,919
-429
| -6% | -$70.8K | 0.73% | 44 |
|
|
2022
Q1 | $1.56M | Sell |
7,348
-90
| -1% | -$19.1K | 0.83% | 32 |
|
|
2021
Q4 | $1.89M | Sell |
7,438
-421
| -5% | -$107K | 0.96% | 31 |
|
|
2021
Q3 | $2.13M | Sell |
7,859
-122
| -2% | -$33.1K | 1.17% | 20 |
|
|
2021
Q2 | $1.95M | Sell |
7,981
-966
| -11% | -$236K | 1.06% | 25 |
|
|
2021
Q1 | $1.9M | Buy |
8,947
+719
| +9% | +$152K | 1.09% | 25 |
|
|
2020
Q4 | $1.83M | Buy |
8,228
+422
| +5% | +$93.9K | 1.13% | 24 |
|
|
2020
Q3 | $1.96M | Buy |
7,806
+96
| +1% | +$24.1K | 1.32% | 20 |
|
|
2020
Q2 | $1.44M | Buy |
7,710
+869
| +13% | +$163K | 1.06% | 26 |
|
|
2020
Q1 | $985K | Buy |
6,841
+400
| +6% | +$57.6K | 0.88% | 39 |
|
|
2019
Q4 | $1.05M | Buy |
6,441
+579
| +10% | +$94.2K | 0.73% | 49 |
|
|
2019
Q3 | $870K | Buy |
5,862
+203
| +4% | +$30.1K | 0.65% | 52 |
|
|
2019
Q2 | $859K | Buy |
5,659
+388
| +7% | +$58.9K | 0.64% | 51 |
|
|
2019
Q1 | $835K | Buy |
5,271
+577
| +12% | +$91.4K | 0.65% | 49 |
|
|
2018
Q4 | $643K | Buy |
4,694
+4,594
| +4,594% | +$629K | 0.57% | 57 |
|
|
2018
Q3 | $16K | Buy |
+100
| New | +$16K | 0.01% | 118 |
|
|
2014
Q3 | – | Sell |
-140
| Closed | -$8K | – | 153 |
|
|
2014
Q2 | $8K | Buy |
+140
| New | +$8K | 0.01% | 126 |
|