POIA
Pin Oak Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
167
-12,040
| -99% | -$3.17M | 0.04% | 201 |
|
|
2025
Q1 | $3.3M | Buy |
12,207
+12,040
| +7,210% | +$3.25M | 2.51% | 11 |
|
|
2024
Q4 | $46K | Hold |
167
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $45K | Sell |
167
-351
| -68% | -$94.6K | 0.04% | 188 |
|
|
2024
Q2 | $133K | Buy |
518
+20
| +4% | +$5.14K | 0.13% | 110 |
|
|
2024
Q1 | $150K | Sell |
498
-55
| -10% | -$16.6K | 0.14% | 108 |
|
|
2023
Q4 | $146K | Buy |
553
+40
| +8% | +$10.6K | 0.15% | 104 |
|
|
2023
Q3 | $104K | Buy |
513
+40
| +8% | +$8.11K | 0.12% | 117 |
|
|
2023
Q2 | $100K | Sell |
473
-72
| -13% | -$15.2K | 0.11% | 127 |
|
|
2023
Q1 | $109K | Buy |
545
+35
| +7% | +$7K | 0.13% | 109 |
|
|
2022
Q4 | $68K | Buy |
510
+65
| +15% | +$8.67K | 0.08% | 127 |
|
|
2022
Q3 | $64K | Hold |
445
| – | – | 0.08% | 128 |
|
|
2022
Q2 | $73K | Hold |
445
| – | – | 0.09% | 126 |
|
|
2022
Q1 | $94K | Hold |
445
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $113K | Hold |
445
| – | – | 0.11% | 116 |
|
|
2021
Q3 | $121K | Hold |
445
| – | – | 0.13% | 101 |
|
|
2021
Q2 | $109K | Sell |
445
-903
| -67% | -$221K | 0.11% | 118 |
|
|
2021
Q1 | $286K | Buy |
1,348
+69
| +5% | +$14.6K | 0.24% | 76 |
|
|
2020
Q4 | $285K | Hold |
1,279
| – | – | 0.23% | 83 |
|
|
2020
Q3 | $321K | Hold |
1,279
| – | – | 0.31% | 65 |
|
|
2020
Q2 | $240K | Hold |
1,279
| – | – | 0.22% | 85 |
|
|
2020
Q1 | $184K | Buy |
1,279
+530
| +71% | +$76.2K | 0.19% | 98 |
|
|
2019
Q4 | $122K | Buy |
749
+722
| +2,674% | +$118K | 0.1% | 133 |
|
|
2019
Q3 | $4K | Sell |
27
-79
| -75% | -$11.7K | ﹤0.01% | 378 |
|
|
2019
Q2 | $16K | Buy |
106
+4
| +4% | +$604 | 0.01% | 296 |
|
|
2019
Q1 | $16K | Buy |
+102
| New | +$16K | 0.01% | 286 |
|