Optimum Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $151K | Sell |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $113K | Sell |
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|
2023
Q1 | $127K | Hold |
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|
2022
Q4 | $84.2K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $152K | Hold |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $721K | Buy |
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|
2020
Q3 | $655K | Sell |
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|
2020
Q2 | $692K | Sell |
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|
2020
Q1 | $600K | Buy |
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|
2019
Q4 | $641K | Buy |
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|
2019
Q3 | $515K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $538K | Buy |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $192K | Sell |
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|
2017
Q4 | $271K | Buy |
|
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|
2017
Q3 | $243K | Sell |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $203K | Buy |
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|
2015
Q1 | $120K | Hold |
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|
2014
Q4 | $107K | Hold |
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|
2014
Q3 | $104K | Hold |
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|
2014
Q2 | $105K | Hold |
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|
2014
Q1 | $103K | Hold |
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|
2013
Q4 | $99K | Hold |
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|
2013
Q3 | $93K | Buy |
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