OM
OV Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,871
-6,453
| -63% | -$1.76M | 0.88% | 19 |
|
|
2025
Q1 | $2.77M | Sell |
10,324
-1,498
| -13% | -$402K | 1.3% | 15 |
|
|
2024
Q4 | $3.95M | Buy |
11,822
+665
| +6% | +$222K | 1.84% | 13 |
|
|
2024
Q3 | $3.05M | Buy |
11,157
+411
| +4% | +$112K | 2.03% | 13 |
|
|
2024
Q2 | $2.76M | Buy |
10,746
+102
| +1% | +$26.2K | 1.93% | 14 |
|
|
2024
Q1 | $3.21M | Hold |
10,644
| – | – | 2.32% | 13 |
|
|
2023
Q4 | $2.8M | Buy |
+10,644
| New | +$2.8M | 2.31% | 13 |
|