Oak Harbor Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
8,907
+6
| +0.1% | +$1.64K | 0.66% | 37 |
|
|
2025
Q1 | $2.39M | Sell |
8,901
-253
| -3% | -$67.9K | 0.68% | 36 |
|
|
2024
Q4 | $3.06M | Sell |
9,154
-173
| -2% | -$57.8K | 0.89% | 32 |
|
|
2024
Q3 | $2.55M | Buy |
9,327
+424
| +5% | +$116K | 0.73% | 35 |
|
|
2024
Q2 | $2.29M | Buy |
8,903
+5
| +0.1% | +$1.29K | 0.72% | 38 |
|
|
2024
Q1 | $2.68M | Buy |
8,898
+54
| +0.6% | +$16.3K | 0.83% | 34 |
|
|
2023
Q4 | $2.33M | Sell |
8,844
-332
| -4% | -$87.4K | 0.78% | 35 |
|
|
2023
Q3 | $1.86M | Buy |
9,176
+119
| +1% | +$24.1K | 0.66% | 43 |
|
|
2023
Q2 | $1.91M | Sell |
9,057
-79
| -0.9% | -$16.7K | 0.65% | 42 |
|
|
2023
Q1 | $1.83M | Buy |
9,136
+1,018
| +13% | +$203K | 0.66% | 44 |
|
|
2022
Q4 | $1.08M | Sell |
8,118
-942
| -10% | -$125K | 0.41% | 61 |
|
|
2022
Q3 | $1.3M | Buy |
9,060
+437
| +5% | +$62.8K | 0.51% | 52 |
|
|
2022
Q2 | $1.42M | Buy |
8,623
+292
| +4% | +$48.2K | 0.57% | 49 |
|
|
2022
Q1 | $1.77M | Buy |
8,331
+606
| +8% | +$129K | 0.58% | 47 |
|
|
2021
Q4 | $1.96M | Buy |
+7,725
| New | +$1.96M | 0.67% | 42 |
|