BOK Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Buy
41,394
+9,205
+29% +$2.51M 0.18% 108
2025
Q1
$8.64M Sell
32,189
-466
-1% -$125K 0.15% 123
2024
Q4
$10.4M Sell
32,655
-1,121
-3% -$356K 0.18% 111
2024
Q3
$9.49M Sell
33,776
-11,827
-26% -$3.32M 0.17% 124
2024
Q2
$11.7M Buy
45,603
+21,060
+86% +$5.41M 0.21% 101
2024
Q1
$7.42M Buy
24,543
+6,694
+38% +$2.02M 0.14% 157
2023
Q4
$4.7M Sell
17,849
-768
-4% -$202K 0.09% 209
2023
Q3
$3.74M Buy
18,617
+268
+1% +$53.8K 0.08% 219
2023
Q2
$3.88M Sell
18,349
-3,057
-14% -$646K 0.08% 230
2023
Q1
$4.28M Sell
21,406
-24,750
-54% -$4.94M 0.09% 211
2022
Q4
$6.12M Sell
46,156
-5,163
-10% -$685K 0.11% 177
2022
Q3
$7.38M Sell
51,319
-9,226
-15% -$1.33M 0.15% 148
2022
Q2
$9.99M Buy
60,545
+739
+1% +$122K 0.19% 120
2022
Q1
$12.7M Sell
59,806
-11,260
-16% -$2.39M 0.21% 109
2021
Q4
$18.1M Buy
71,066
+4,177
+6% +$1.06M 0.28% 84
2021
Q3
$18.1M Buy
+66,889
New +$18.1M 0.31% 78
2021
Q1
$15.5M Buy
73,266
+5,880
+9% +$1.25M 0.28% 86
2020
Q4
$15M Sell
67,386
-4,270
-6% -$950K 0.29% 81
2020
Q3
$18M Sell
71,656
-4,201
-6% -$1.06M 0.4% 62
2020
Q2
$14.2M Buy
75,857
+8,907
+13% +$1.67M 0.33% 70
2020
Q1
$9.64M Sell
66,950
-3,356
-5% -$483K 0.28% 91
2019
Q4
$11.4M Sell
70,306
-9,564
-12% -$1.56M 0.26% 92
2019
Q3
$11.9M Buy
79,870
+6,650
+9% +$987K 0.29% 82
2019
Q2
$11.1M Buy
73,220
+8,841
+14% +$1.34M 0.27% 88
2019
Q1
$10.2M Buy
64,379
+1,958
+3% +$310K 0.24% 99
2018
Q4
$8.55M Buy
62,421
+371
+0.6% +$50.8K 0.24% 102
2018
Q3
$9.87M Sell
62,050
-7,772
-11% -$1.24M 0.25% 94
2018
Q2
$9.52M Buy
69,822
+29,389
+73% +$4.01M 0.26% 90
2018
Q1
$4.7M Buy
40,433
+4,225
+12% +$491K 0.13% 181
2017
Q4
$3.7M Sell
36,208
-1,297
-3% -$133K 0.1% 234
2017
Q3
$3.5M Sell
37,505
-7,038
-16% -$658K 0.1% 225
2017
Q2
$3.86M Sell
44,543
-1,946
-4% -$169K 0.12% 192
2017
Q1
$3.83M Buy
46,489
+3,899
+9% +$322K 0.12% 196
2016
Q4
$2.92M Buy
42,590
+2,727
+7% +$187K 0.1% 233
2016
Q3
$2.84M Buy
39,863
+2,547
+7% +$182K 0.09% 245
2016
Q2
$2.96M Buy
37,316
+1,134
+3% +$90K 0.1% 218
2016
Q1
$2.67M Sell
36,182
-25,288
-41% -$1.87M 0.1% 245
2015
Q4
$4.82M Buy
61,470
+21,283
+53% +$1.67M 0.17% 143
2015
Q3
$2.79M Buy
40,187
+28,274
+237% +$1.96M 0.11% 225
2015
Q2
$830K Sell
11,913
-1,807
-13% -$126K 0.03% 490
2015
Q1
$917K Buy
13,720
+2,800
+26% +$187K 0.03% 454
2014
Q4
$648K Sell
10,920
-12,332
-53% -$732K 0.02% 464
2014
Q3
$1.34M Buy
23,252
+5,241
+29% +$302K 0.04% 384
2014
Q2
$1.05M Sell
18,011
-26,613
-60% -$1.55M 0.03% 439
2014
Q1
$2.55M Sell
44,624
-26,365
-37% -$1.51M 0.08% 262
2013
Q4
$3.92M Buy
70,989
+52,284
+280% +$2.89M 0.13% 168
2013
Q3
$971K Buy
18,705
+4,329
+30% +$225K 0.04% 421
2013
Q2
$549K Buy
+14,376
New +$549K 0.02% 509