Silver Oak Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
3,158
+121
| +4% | +$33K | 0.07% | 283 |
|
|
2025
Q1 | $820K | Buy |
3,037
+857
| +39% | +$231K | 0.08% | 273 |
|
|
2024
Q4 | $732K | Buy |
2,180
+1,209
| +125% | +$406K | 0.07% | 296 |
|
|
2024
Q3 | $269K | Sell |
971
-369
| -28% | -$102K | 0.03% | 441 |
|
|
2024
Q2 | $345K | Sell |
1,340
-101
| -7% | -$26K | 0.05% | 269 |
|
|
2024
Q1 | $434K | Sell |
1,441
-150
| -9% | -$45.2K | 0.07% | 242 |
|
|
2023
Q4 | $419K | Buy |
1,591
+929
| +140% | +$244K | 0.06% | 309 |
|
|
2023
Q3 | $134K | Sell |
662
-1,523
| -70% | -$309K | 0.03% | 331 |
|
|
2023
Q2 | $462K | Buy |
2,185
+98
| +5% | +$20.7K | 0.07% | 239 |
|
|
2023
Q1 | $417K | Sell |
2,087
-57
| -3% | -$11.4K | 0.07% | 223 |
|
|
2022
Q4 | $284K | Buy |
2,144
+1,482
| +224% | +$196K | 0.05% | 240 |
|
|
2022
Q3 | $134K | Sell |
662
-952
| -59% | -$193K | 0.03% | 331 |
|
|
2022
Q2 | $294K | Sell |
1,614
-44
| -3% | -$8.02K | 0.07% | 203 |
|
|
2022
Q1 | $327K | Buy |
+1,658
| New | +$327K | 0.07% | 221 |
|