FOA
Five Oceans Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
1,278
+21
| +2% | +$5.73K | 0.15% | 88 |
|
|
2025
Q1 | $337K | Sell |
1,257
-3
| -0.2% | -$805 | 0.16% | 86 |
|
|
2024
Q4 | $421K | Buy |
1,260
+14
| +1% | +$4.68K | 0.19% | 71 |
|
|
2024
Q3 | $341K | Sell |
1,246
-13
| -1% | -$3.56K | 0.16% | 99 |
|
|
2024
Q2 | $324K | Buy |
1,259
+65
| +5% | +$16.7K | 0.17% | 101 |
|
|
2024
Q1 | $360K | Hold |
1,194
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $314K | Buy |
1,194
+1
| +0.1% | +$263 | 0.18% | 101 |
|
|
2023
Q3 | $242K | Buy |
1,193
+1
| +0.1% | +$203 | 0.16% | 115 |
|
|
2023
Q2 | $252K | Buy |
1,192
+3
| +0.3% | +$634 | 0.16% | 116 |
|
|
2023
Q1 | $238K | Buy |
+1,189
| New | +$238K | 0.15% | 128 |
|
|
2022
Q3 | – | Sell |
-1,216
| Closed | -$201K | – | 135 |
|
|
2022
Q2 | $201K | Sell |
1,216
-20
| -2% | -$3.31K | 0.15% | 118 |
|
|
2022
Q1 | $262K | Sell |
1,236
-113
| -8% | -$24K | 0.23% | 86 |
|
|
2021
Q4 | $343K | Buy |
1,349
+53
| +4% | +$13.5K | 0.3% | 68 |
|
|
2021
Q3 | $352K | Buy |
+1,296
| New | +$352K | 0.41% | 56 |
|