Okabena Investment Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
5,073
-1,032
| -17% | -$281K | 0.31% | 55 |
|
|
2025
Q1 | $1.64M | Sell |
6,105
-1,908
| -24% | -$512K | 0.41% | 48 |
|
|
2024
Q4 | $2.68M | Buy |
8,013
+994
| +14% | +$332K | 0.74% | 25 |
|
|
2024
Q3 | $1.92M | Sell |
7,019
-34
| -0.5% | -$9.31K | 0.54% | 38 |
|
|
2024
Q2 | $1.81M | Sell |
7,053
-1,503
| -18% | -$386K | 0.58% | 35 |
|
|
2024
Q1 | $2.58M | Buy |
8,556
+462
| +6% | +$139K | 0.86% | 28 |
|
|
2023
Q4 | $2.13M | Buy |
8,094
+3,248
| +67% | +$855K | 0.83% | 33 |
|
|
2023
Q3 | $983K | Sell |
4,846
-308
| -6% | -$62.5K | 0.76% | 35 |
|
|
2023
Q2 | $1.09M | Buy |
+5,154
| New | +$1.09M | 0.8% | 33 |
|
|
2022
Q4 | – | Sell |
-2,560
| Closed | -$368K | – | 221 |
|
|
2022
Q3 | $368K | Buy |
2,560
+1,166
| +84% | +$168K | 0.18% | 85 |
|
|
2022
Q2 | $230K | Hold |
1,394
| – | – | 0.12% | 87 |
|
|
2022
Q1 | $296K | Hold |
1,394
| – | – | 0.13% | 91 |
|
|
2021
Q4 | $354K | Hold |
1,394
| – | – | 0.13% | 90 |
|
|
2021
Q3 | $378K | Hold |
1,394
| – | – | 0.2% | 71 |
|
|
2021
Q2 | $341K | Buy |
+1,394
| New | +$341K | 0.16% | 70 |
|
|
2020
Q2 | – | Sell |
-4,660
| Closed | -$671K | – | 76 |
|
|
2020
Q1 | $671K | Sell |
4,660
-3,269
| -41% | -$471K | 0.76% | 47 |
|
|
2019
Q4 | $1.29M | Buy |
+7,929
| New | +$1.29M | 1.2% | 33 |
|