OCA
Otter Creek Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
17,325
+5,600
| +48% | +$1.53M | 3.35% | 5 |
|
|
2025
Q1 | $3.15M | Sell |
11,725
-800
| -6% | -$215K | 1.89% | 24 |
|
|
2024
Q4 | $4.19M | Buy |
+12,525
| New | +$4.19M | 2.88% | 23 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 29 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 38 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 44 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 35 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 38 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 44 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 46 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 43 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 44 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 45 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 49 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 40 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 40 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 40 |
|