Oak Associates’s Salesforce CRM Stock Holding History

Oak Associates’s Portfolio CRM Stock Details CRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.22M	Buy	22,804 +5,622	+33%	+$1.53M	0.41%	46
2025 Q1	$4.61M	Buy	17,182 +1	+0%	+$268	0.35%	49
2024 Q4	$5.74M	Hold	17,181	–	–	0.4%	48
2024 Q3	$4.7M	Sell	17,181 -264	-2%	-$72.3K	0.32%	50
2024 Q2	$4.49M	Sell	17,445 -765	-4%	-$197K	0.3%	49
2024 Q1	$5.48M	Hold	18,210	–	–	0.38%	47
2023 Q4	$4.79M	Sell	18,210 -900	-5%	-$237K	0.36%	47
2023 Q3	$3.88M	Buy	19,110 +6	+0%	+$1.22K	0.32%	51
2023 Q2	$4.04M	Sell	19,104 -9,825	-34%	-$2.08M	0.32%	52
2023 Q1	$5.78M	Hold	28,929	–	–	0.48%	45
2022 Q4	$3.84M	Sell	28,929 -42,321	-59%	-$5.61M	0.32%	55
2022 Q3	$10.2M	Sell	71,250 -1,050	-1%	-$151K	0.87%	36
2022 Q2	$11.9M	Sell	72,300 -11,731	-14%	-$1.94M	0.93%	33
2022 Q1	$17.8M	Buy	84,031 +153	+0.2%	+$32.5K	1.09%	30
2021 Q4	$21.3M	Buy	83,878 +11,707	+16%	+$2.98M	1.14%	27
2021 Q3	$19.6M	Hold	72,171	–	–	1.11%	28
2021 Q2	$17.6M	Buy	72,171 +371	+0.5%	+$90.6K	1%	31
2021 Q1	$15.2M	Buy	71,800 +12,595	+21%	+$2.67M	0.9%	32
2020 Q4	$13.2M	Buy	59,205 +13,505	+30%	+$3.01M	0.8%	36
2020 Q3	$11.5M	Hold	45,700	–	–	0.77%	36
2020 Q2	$8.56M	Buy	45,700 +680	+2%	+$127K	0.57%	47
2020 Q1	$6.48M	Hold	45,020	–	–	0.53%	49
2019 Q4	$7.32M	Sell	45,020 -1,305	-3%	-$212K	0.43%	59
2019 Q3	$6.88M	Hold	46,325	–	–	0.42%	59
2019 Q2	$7.03M	Hold	46,325	–	–	0.44%	57
2019 Q1	$7.34M	Sell	46,325 -3,420	-7%	-$542K	0.45%	59
2018 Q4	$6.81M	Sell	49,745 -1,400	-3%	-$192K	0.48%	59
2018 Q3	$8.13M	Sell	51,145 -2,005	-4%	-$319K	0.5%	58
2018 Q2	$7.25M	Hold	53,150	–	–	0.49%	57
2018 Q1	$6.18M	Hold	53,150	–	–	0.43%	60
2017 Q4	$5.43M	Hold	53,150	–	–	0.39%	59
2017 Q3	$4.97M	Hold	53,150	–	–	0.37%	63
2017 Q2	$4.6M	Hold	53,150	–	–	0.35%	68
2017 Q1	$4.38M	Sell	53,150 -38,055	-42%	-$3.14M	0.35%	70
2016 Q4	$6.24M	Sell	91,205 -10,300	-10%	-$705K	0.62%	44
2016 Q3	$7.63M	Sell	101,505 -6,400	-6%	-$481K	0.79%	30
2016 Q2	$8.57M	Sell	107,905 -5,000	-4%	-$397K	1.03%	26
2016 Q1	$8.34M	Sell	112,905 -1,200	-1%	-$88.6K	1.02%	27
2015 Q4	$8.95M	Sell	114,105 -3,715	-3%	-$291K	1.07%	25
2015 Q3	$8.18M	Sell	117,820 -900	-0.8%	-$62.5K	1.08%	23
2015 Q2	$8.27M	Hold	118,720	–	–	1.01%	25
2015 Q1	$7.93M	Sell	118,720 -6,500	-5%	-$434K	0.95%	27
2014 Q4	$7.43M	Sell	125,220 -7,400	-6%	-$439K	0.89%	27
2014 Q3	$7.63M	Sell	132,620 -13,500	-9%	-$777K	0.94%	26
2014 Q2	$8.49M	Sell	146,120 -600	-0.4%	-$34.8K	1.04%	24
2014 Q1	$8.38M	Sell	146,720 -40,600	-22%	-$2.32M	1.04%	25
2013 Q4	$10.3M	Buy	+187,320	New	+$10.3M	1.12%	23
2013 Q2	$7.98M	Buy	+209,120	New	+$7.98M	0.95%	25