OFS
OMC Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
11,217
-112
| -1% | -$30.5K | 1.25% | 21 |
|
|
2025
Q1 | $3.04M | Sell |
11,329
-61
| -0.5% | -$16.4K | 1.36% | 16 |
|
|
2024
Q4 | $3.81M | Buy |
11,390
+31
| +0.3% | +$10.4K | 1.62% | 15 |
|
|
2024
Q3 | $2.92M | Hold |
11,359
| – | – | 1.38% | 16 |
|
|
2024
Q2 | $2.92M | Buy |
11,359
+21
| +0.2% | +$5.4K | 1.38% | 16 |
|
|
2024
Q1 | $3.42M | Buy |
+11,338
| New | +$3.42M | 1.74% | 17 |
|