BBJS Financial Advisors, LLC

SEC CIK: 0001966040
Latest filing: Oct 15, 2024

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by BBJS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q3 2024 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2022

Holdings of CRM by BBJS Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−9,376−100.0%	Sold out	Holders
Q4 2022	9,376	$1.24M	0.6%	–	No prior filing	Holders