BOK Financial Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
1,928
-2,862
| -60% | -$782K | 0.04% | 119 |
|
|
2025
Q1 | $1.29M | Sell |
4,790
-131
| -3% | -$35.2K | 0.1% | 81 |
|
|
2024
Q4 | $1.65M | Sell |
4,921
-527
| -10% | -$176K | 0.12% | 73 |
|
|
2024
Q3 | $1.49M | Sell |
5,448
-702
| -11% | -$192K | 0.11% | 84 |
|
|
2024
Q2 | $1.58M | Buy |
6,150
+24
| +0.4% | +$6.17K | 0.11% | 81 |
|
|
2024
Q1 | $1.85M | Buy |
6,126
+4,045
| +194% | +$1.22M | 0.14% | 76 |
|
|
2023
Q4 | $548K | Hold |
2,081
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $422K | Hold |
2,081
| – | – | 0.04% | 130 |
|
|
2023
Q2 | $440K | Hold |
2,081
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $416K | Hold |
2,081
| – | – | 0.03% | 137 |
|
|
2022
Q4 | $276K | Sell |
2,081
-14
| -0.7% | -$1.86K | 0.02% | 143 |
|
|
2022
Q3 | $301K | Sell |
2,095
-363
| -15% | -$52.2K | 0.03% | 143 |
|
|
2022
Q2 | $406K | Sell |
2,458
-3,475
| -59% | -$574K | 0.04% | 136 |
|
|
2022
Q1 | $1.26M | Sell |
5,933
-910
| -13% | -$193K | 0.09% | 121 |
|
|
2021
Q4 | $1.74M | Buy |
6,843
+334
| +5% | +$84.9K | 0.12% | 99 |
|
|
2021
Q3 | $1.77M | Sell |
6,509
-9,411
| -59% | -$2.55M | 0.14% | 93 |
|
|
2021
Q2 | $3.89M | Buy |
15,920
+1,071
| +7% | +$262K | 0.32% | 50 |
|
|
2021
Q1 | $3.15M | Sell |
14,849
-395
| -3% | -$83.7K | 0.29% | 57 |
|
|
2020
Q4 | $3.39M | Buy |
15,244
+437
| +3% | +$97.2K | 0.32% | 54 |
|
|
2020
Q3 | $3.72M | Sell |
14,807
-537
| -3% | -$135K | 0.39% | 48 |
|
|
2020
Q2 | $2.87M | Buy |
15,344
+459
| +3% | +$86K | 0.3% | 63 |
|
|
2020
Q1 | $2.14M | Buy |
+14,885
| New | +$2.14M | 0.26% | 76 |
|