BOK Financial Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349K | Hold |
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|
2025
Q4 | $495K | Sell |
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|
2025
Q3 | $445K | Sell |
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|
2025
Q2 | $527K | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $548K | Hold |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $3.89M | Buy |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $3.39M | Buy |
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|
2020
Q3 | $3.72M | Sell |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $2.14M | Buy |
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