OAM
Occidental Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
14,246
+2,395
| +20% | +$653K | 0.54% | 58 |
|
|
2025
Q1 | $3.18M | Buy |
11,851
+691
| +6% | +$185K | 0.48% | 63 |
|
|
2024
Q4 | $3.73M | Buy |
11,160
+6,638
| +147% | +$2.22M | 0.58% | 48 |
|
|
2024
Q3 | $1.24M | Sell |
4,522
-435
| -9% | -$119K | 0.2% | 104 |
|
|
2024
Q2 | $1.27M | Buy |
4,957
+453
| +10% | +$116K | 0.22% | 100 |
|
|
2024
Q1 | $1.36M | Sell |
4,504
-353
| -7% | -$106K | 0.25% | 92 |
|
|
2023
Q4 | $1.28M | Buy |
4,857
+4
| +0.1% | +$1.05K | 0.27% | 96 |
|
|
2023
Q3 | $984K | Sell |
4,853
-1,600
| -25% | -$324K | 0.23% | 106 |
|
|
2023
Q2 | $1.36M | Hold |
6,453
| – | – | 0.31% | 92 |
|
|
2023
Q1 | $1.29M | Buy |
6,453
+856
| +15% | +$171K | 0.32% | 86 |
|
|
2022
Q4 | $742K | Buy |
5,597
+1,740
| +45% | +$231K | 0.2% | 113 |
|
|
2022
Q3 | $555K | Sell |
3,857
-406
| -10% | -$58.4K | 0.17% | 113 |
|
|
2022
Q2 | $704K | Buy |
4,263
+90
| +2% | +$14.9K | 0.21% | 111 |
|
|
2022
Q1 | $886K | Buy |
4,173
+138
| +3% | +$29.3K | 0.23% | 102 |
|
|
2021
Q4 | $1.03M | Buy |
4,035
+1,165
| +41% | +$296K | 0.24% | 106 |
|
|
2021
Q3 | $778K | Buy |
2,870
+812
| +39% | +$220K | 0.2% | 117 |
|
|
2021
Q2 | $503K | Hold |
2,058
| – | – | 0.13% | 142 |
|
|
2021
Q1 | $436K | Buy |
2,058
+4
| +0.2% | +$847 | 0.13% | 142 |
|
|
2020
Q4 | $457K | Buy |
2,054
+45
| +2% | +$10K | 0.15% | 122 |
|
|
2020
Q3 | $505K | Hold |
2,009
| – | – | 0.21% | 96 |
|
|
2020
Q2 | $376K | Sell |
2,009
-427
| -18% | -$79.9K | 0.17% | 109 |
|
|
2020
Q1 | $351K | Hold |
2,436
| – | – | 0.18% | 107 |
|
|
2019
Q4 | $396K | Sell |
2,436
-2,822
| -54% | -$459K | 0.16% | 120 |
|
|
2019
Q3 | $780K | Buy |
+5,258
| New | +$780K | 0.33% | 75 |
|