OTL
Oak Thistle LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
14,033
+7,404
| +112% | +$2.02M | 0.56% | 27 |
|
|
2025
Q1 | $1.78M | Buy |
+6,629
| New | +$1.78M | 0.36% | 83 |
|
|
2024
Q2 | – | Sell |
-1,835
| Closed | -$553K | – | 322 |
|
|
2024
Q1 | $553K | Sell |
1,835
-6,636
| -78% | -$2M | 0.5% | 52 |
|
|
2023
Q4 | $2.23M | Buy |
8,471
+4,208
| +99% | +$1.11M | 0.64% | 14 |
|
|
2023
Q3 | $864K | Buy |
+4,263
| New | +$864K | 0.26% | 151 |
|