ORI
Oak Ridge Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
1,960
-2
| -0.1% | -$545 | 0.04% | 144 |
|
|
2025
Q1 | $527K | Sell |
1,962
-82
| -4% | -$22K | 0.04% | 139 |
|
|
2024
Q4 | $683K | Buy |
+2,044
| New | +$683K | 0.05% | 134 |
|
|
2022
Q1 | – | Sell |
-4,252
| Closed | -$1.08M | – | 160 |
|
|
2021
Q4 | $1.08M | Sell |
4,252
-35,872
| -89% | -$9.12M | 0.09% | 133 |
|
|
2021
Q3 | $10.9M | Sell |
40,124
-904
| -2% | -$245K | 0.96% | 28 |
|
|
2021
Q2 | $10M | Sell |
41,028
-783
| -2% | -$191K | 0.88% | 32 |
|
|
2021
Q1 | $8.86M | Buy |
41,811
+218
| +0.5% | +$46.2K | 0.82% | 35 |
|
|
2020
Q4 | $9.26M | Sell |
41,593
-16,531
| -28% | -$3.68M | 0.82% | 36 |
|
|
2020
Q3 | $14.6M | Sell |
58,124
-1,152
| -2% | -$290K | 1.14% | 20 |
|
|
2020
Q2 | $11.1M | Sell |
59,276
-1,112
| -2% | -$208K | 0.93% | 33 |
|
|
2020
Q1 | $8.69M | Sell |
60,388
-5,340
| -8% | -$769K | 0.89% | 38 |
|
|
2019
Q4 | $10.7M | Sell |
65,728
-2,976
| -4% | -$484K | 0.78% | 48 |
|
|
2019
Q3 | $10.2M | Sell |
68,704
-2,738
| -4% | -$406K | 0.77% | 55 |
|
|
2019
Q2 | $10.8M | Sell |
71,442
-5,206
| -7% | -$790K | 0.75% | 57 |
|
|
2019
Q1 | $12.1M | Sell |
76,648
-1,532
| -2% | -$243K | 0.77% | 50 |
|
|
2018
Q4 | $10.7M | Sell |
78,180
-1,426
| -2% | -$195K | 0.77% | 46 |
|
|
2018
Q3 | $12.7M | Sell |
79,606
-4,522
| -5% | -$719K | 0.7% | 57 |
|
|
2018
Q2 | $11.5M | Sell |
84,128
-2,534
| -3% | -$346K | 0.65% | 62 |
|
|
2018
Q1 | $10.1M | Sell |
86,662
-11,337
| -12% | -$1.32M | 0.56% | 74 |
|
|
2017
Q4 | $10M | Sell |
97,999
-4,182
| -4% | -$428K | 0.48% | 83 |
|
|
2017
Q3 | $9.55M | Buy |
102,181
+85,465
| +511% | +$7.98M | 0.39% | 89 |
|
|
2017
Q2 | $1.45M | Buy |
16,716
+1,263
| +8% | +$109K | 0.05% | 135 |
|
|
2017
Q1 | $1.28M | Sell |
15,453
-768
| -5% | -$63.4K | 0.04% | 132 |
|
|
2016
Q4 | $1.11M | Buy |
+16,221
| New | +$1.11M | 0.04% | 131 |
|