OA
Operose Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Hold |
96
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $25.8K | Hold |
96
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $32.1K | Sell |
96
-166
| -63% | -$55.5K | 0.01% | 243 |
|
|
2024
Q3 | $71.7K | Buy |
262
+31
| +13% | +$8.49K | 0.02% | 227 |
|
|
2024
Q2 | $59.4K | Hold |
231
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $69.6K | Hold |
231
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $60.8K | Sell |
231
-250
| -52% | -$65.8K | 0.02% | 204 |
|
|
2023
Q3 | $97.5K | Buy |
481
+385
| +401% | +$78.1K | 0.04% | 215 |
|
|
2023
Q2 | $20.3K | Hold |
96
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $19.2K | Hold |
96
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $12.7K | Sell |
96
-426
| -82% | -$56.5K | 0.01% | 258 |
|
|
2022
Q3 | $75K | Hold |
522
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $86K | Hold |
522
| – | – | 0.06% | 110 |
|
|
2022
Q1 | $111K | Buy |
522
+437
| +514% | +$92.9K | 0.08% | 98 |
|
|
2021
Q4 | $22K | Buy |
+85
| New | +$22K | 0.02% | 199 |
|