Okabena 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
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $341K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $671K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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