Oak Harvest Investment Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
17,898
+660
| +4% | +$180K | 0.61% | 52 |
|
|
2025
Q1 | $4.63M | Buy |
17,238
+4,190
| +32% | +$1.12M | 0.65% | 59 |
|
|
2024
Q4 | $4.36M | Buy |
13,048
+3,557
| +37% | +$1.19M | 0.61% | 58 |
|
|
2024
Q3 | $2.6M | Buy |
9,491
+3,453
| +57% | +$945K | 0.37% | 72 |
|
|
2024
Q2 | $1.55M | Sell |
6,038
-374
| -6% | -$96.1K | 0.24% | 73 |
|
|
2024
Q1 | $1.93M | Buy |
6,412
+1,278
| +25% | +$385K | 0.32% | 65 |
|
|
2023
Q4 | $1.35M | Sell |
5,134
-465
| -8% | -$122K | 0.27% | 66 |
|
|
2023
Q3 | $1.14M | Buy |
5,599
+2,127
| +61% | +$431K | 0.24% | 64 |
|
|
2023
Q2 | $733K | Sell |
3,472
-19,729
| -85% | -$4.17M | 0.16% | 68 |
|
|
2023
Q1 | $4.64M | Sell |
23,201
-3,007
| -11% | -$601K | 1.07% | 37 |
|
|
2022
Q4 | $3.47M | Sell |
26,208
-5,452
| -17% | -$723K | 0.9% | 43 |
|
|
2022
Q3 | $4.55M | Sell |
31,660
-700
| -2% | -$101K | 1.21% | 37 |
|
|
2022
Q2 | $5.34M | Buy |
32,360
+339
| +1% | +$56K | 1.44% | 29 |
|
|
2022
Q1 | $6.8M | Buy |
32,021
+2,045
| +7% | +$434K | 1.68% | 20 |
|
|
2021
Q4 | $7.62M | Buy |
29,976
+416
| +1% | +$106K | 1.89% | 13 |
|
|
2021
Q3 | $8.02M | Buy |
29,560
+3,309
| +13% | +$897K | 2.34% | 8 |
|
|
2021
Q2 | $6.41M | Buy |
26,251
+1,846
| +8% | +$451K | 2.11% | 10 |
|
|
2021
Q1 | $5.17M | Buy |
24,405
+17,530
| +255% | +$3.71M | 1.98% | 11 |
|
|
2020
Q4 | $1.53M | Buy |
+6,875
| New | +$1.53M | 0.66% | 48 |
|