OGF
Orin Green Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
8,461
+161
| +2% | +$43.9K | 0.98% | 22 |
|
|
2025
Q1 | $1.96M | Buy |
+8,300
| New | +$1.96M | 0.92% | 23 |
|
|
2024
Q4 | – | Sell |
-8,270
| Closed | -$2.26M | – | 19 |
|
|
2024
Q3 | $2.26M | Hold |
8,270
| – | – | 0.98% | 23 |
|
|
2024
Q2 | $2.13M | Buy |
+8,270
| New | +$2.13M | 0.98% | 22 |
|
|
2024
Q1 | – | Sell |
-8,272
| Closed | -$2.18M | – | 18 |
|
|
2023
Q4 | $2.18M | Buy |
8,272
+39
| +0.5% | +$10.3K | 1.07% | 20 |
|
|
2023
Q3 | $1.67M | Sell |
8,233
-4,777
| -37% | -$969K | 0.93% | 23 |
|
|
2023
Q2 | $2.75M | Sell |
13,010
-10,272
| -44% | -$2.17M | 1.44% | 17 |
|
|
2023
Q1 | $4.65M | Buy |
23,282
+24
| +0.1% | +$4.8K | 2.52% | 11 |
|
|
2022
Q4 | $3.08M | Buy |
23,258
+15,504
| +200% | +$2.06M | 1.81% | 15 |
|
|
2022
Q3 | $1.12M | Buy |
7,754
+65
| +0.8% | +$9.35K | 0.72% | 28 |
|
|
2022
Q2 | $1.33M | Hold |
7,689
| – | – | 0.83% | 26 |
|
|
2022
Q1 | $1.63M | Buy |
+7,689
| New | +$1.63M | 1.07% | 21 |
|
|
2021
Q4 | – | Sell |
-8,047
| Closed | -$2.18M | – | 62 |
|
|
2021
Q3 | $2.18M | Buy |
+8,047
| New | +$2.18M | 1.52% | 17 |
|