Oak Harvest Investment Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.94M | Sell |
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|
2025
Q2 | $4.88M | Buy |
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|
2025
Q1 | $4.63M | Buy |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $4.64M | Sell |
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|
2022
Q4 | $3.47M | Sell |
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|
2022
Q3 | $4.55M | Sell |
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|
2022
Q2 | $5.34M | Buy |
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|
2022
Q1 | $6.8M | Buy |
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|
2021
Q4 | $7.62M | Buy |
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|
2021
Q3 | $8.02M | Buy |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $1.53M | Buy |
|