Charter Oak Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.78M | Hold |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.72M | Buy |
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|
2023
Q4 | $1.57M | Hold |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $781K | Buy |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $948K | Hold |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $37K | Buy |
|