OFS
OneAscent Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
3,193
-314
| -9% | -$85.6K | 0.06% | 201 |
|
|
2025
Q1 | $943K | Buy |
3,507
+434
| +14% | +$117K | 0.06% | 209 |
|
|
2024
Q4 | $1.03M | Buy |
3,073
+1,614
| +111% | +$539K | 0.09% | 150 |
|
|
2024
Q3 | $400K | Sell |
1,459
-1,227
| -46% | -$336K | 0.29% | 91 |
|
|
2024
Q2 | $691K | Buy |
2,686
+215
| +9% | +$55.3K | 0.1% | 123 |
|
|
2024
Q1 | $745K | Sell |
2,471
-100
| -4% | -$30.2K | 0.08% | 153 |
|
|
2023
Q4 | $677K | Sell |
2,571
-602
| -19% | -$159K | 0.08% | 156 |
|
|
2023
Q3 | $643K | Buy |
3,173
+339
| +12% | +$68.7K | 0.17% | 96 |
|
|
2023
Q2 | $599K | Buy |
+2,834
| New | +$599K | 0.27% | 44 |
|