CRM SALESFORCE.COM

Ownership history in Rosenbaum Jay D.  ·  30 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in SALESFORCE.COM (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.9% (2023 Q1)
Avg. % of fund
2.03%
First filed
2017 Q1
Last filed
2024 Q2
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 1,178 -5 -0.4% 1.71% $303K $254.35
2024 Q1 REDUCED 1,183 -2,737 -69.8% 2.02% $356K $297.95
2023 Q4 REDUCED 3,920 -3,385 -46.3% 2.67% $1.0M $259.98
2023 Q3 REDUCED 7,305 -45 -0.6% 2.48% $1.5M $200.35
2023 Q2 REDUCED 7,350 -545 -6.9% 2.49% $1.6M $208.72
2023 Q1 ADDED 7,895 +661 +9.1% 2.90% $1.6M $197.38
2022 Q4 ADDED 7,234 +185 +2.6% 2.07% $959K $131.00
2022 Q3 ADDED 7,049 +40 +0.6% 2.34% $1.0M $142.11
2022 Q2 ADDED 7,009 +393 +5.9% 2.24% $1.2M $163.06
2022 Q1 ADDED 6,616 +236 +3.7% 2.22% $1.4M $209.77
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CRM price (monthly, adj. close)
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