OWA
Opal Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
1,302
+135
| +12% | +$36.8K | 0.1% | 114 |
|
|
2025
Q1 | $313K | Buy |
1,167
+26
| +2% | +$6.98K | 0.1% | 115 |
|
|
2024
Q4 | $381K | Buy |
1,141
+166
| +17% | +$55.5K | 0.11% | 109 |
|
|
2024
Q3 | $267K | Sell |
975
-239
| -20% | -$65.4K | 0.08% | 141 |
|
|
2024
Q2 | $312K | Buy |
1,214
+197
| +19% | +$50.6K | 0.1% | 122 |
|
|
2024
Q1 | $306K | Buy |
1,017
+28
| +3% | +$8.43K | 0.1% | 125 |
|
|
2023
Q4 | $260K | Sell |
989
-76
| -7% | -$20K | 0.1% | 138 |
|
|
2023
Q3 | $216K | Sell |
1,065
-64
| -6% | -$13K | 0.13% | 131 |
|
|
2023
Q2 | $239K | Sell |
1,129
-256
| -18% | -$54.1K | 0.12% | 127 |
|
|
2023
Q1 | $277K | Buy |
+1,385
| New | +$277K | 0.16% | 82 |
|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$206K | – | 104 |
|
|
2022
Q2 | $206K | Sell |
1,250
-405
| -24% | -$66.7K | 0.14% | 102 |
|
|
2022
Q1 | $351K | Sell |
1,655
-225
| -12% | -$47.7K | 0.31% | 55 |
|
|
2021
Q4 | $478K | Buy |
1,880
+495
| +36% | +$126K | 0.3% | 58 |
|
|
2021
Q3 | $376K | Sell |
1,385
-79
| -5% | -$21.4K | 0.36% | 39 |
|
|
2021
Q2 | $358K | Buy |
1,464
+252
| +21% | +$61.6K | 0.33% | 44 |
|
|
2021
Q1 | $257K | Buy |
1,212
+49
| +4% | +$10.4K | 0.28% | 57 |
|
|
2020
Q4 | $259K | Buy |
+1,163
| New | +$259K | 0.32% | 48 |
|