Charter Oak Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
6,542
| – | – | 0.15% | 48 |
|
|
2025
Q1 | $1.76M | Sell |
6,542
-309
| -5% | -$82.9K | 0.16% | 48 |
|
|
2024
Q4 | $2.29M | Sell |
6,851
-1,317
| -16% | -$440K | 0.21% | 38 |
|
|
2024
Q3 | $2.24M | Buy |
8,168
+29
| +0.4% | +$7.94K | 0.21% | 41 |
|
|
2024
Q2 | $2.09M | Sell |
8,139
-897
| -10% | -$231K | 0.22% | 38 |
|
|
2024
Q1 | $2.72M | Buy |
9,036
+3,062
| +51% | +$922K | 0.29% | 34 |
|
|
2023
Q4 | $1.57M | Hold |
5,974
| – | – | 0.19% | 44 |
|
|
2023
Q3 | $1.21M | Hold |
5,974
| – | – | 0.16% | 54 |
|
|
2023
Q2 | $1.26M | Buy |
5,974
+134
| +2% | +$28.3K | 0.16% | 59 |
|
|
2023
Q1 | $1.17M | Sell |
5,840
-47
| -0.8% | -$9.39K | 0.16% | 60 |
|
|
2022
Q4 | $781K | Buy |
5,887
+20
| +0.3% | +$2.65K | 0.12% | 72 |
|
|
2022
Q3 | $844K | Buy |
5,867
+123
| +2% | +$17.7K | 0.14% | 67 |
|
|
2022
Q2 | $948K | Hold |
5,744
| – | – | 0.13% | 71 |
|
|
2022
Q1 | $1.22M | Buy |
5,744
+3,259
| +131% | +$692K | 0.15% | 62 |
|
|
2021
Q4 | $632K | Buy |
2,485
+2,250
| +957% | +$572K | 0.07% | 109 |
|
|
2021
Q3 | $64K | Buy |
235
+70
| +42% | +$19.1K | 0.01% | 299 |
|
|
2021
Q2 | $40K | Hold |
165
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $35K | Hold |
165
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $37K | Buy |
+165
| New | +$37K | 0.01% | 330 |
|