Bull Oak Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
1,366
-230
| -14% | -$62.7K | 0.17% | 23 |
|
|
2025
Q1 | $428K | Buy |
+1,596
| New | +$428K | 0.23% | 19 |
|
|
2024
Q4 | – | Sell |
-218
| Closed | -$59.7K | – | 37 |
|
|
2024
Q3 | $59.7K | Buy |
+218
| New | +$59.7K | 0.03% | 44 |
|
|
2023
Q4 | – | Sell |
-37
| Closed | -$7.5K | – | 48 |
|
|
2023
Q3 | $7.5K | Buy |
+37
| New | +$7.5K | 0.01% | 46 |
|