Silver Oak Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $566K | Sell |
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|
2025
Q2 | $861K | Buy |
|
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|
2025
Q1 | $820K | Buy |
|
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|
2024
Q4 | $732K | Buy |
|
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|
2024
Q3 | $269K | Sell |
|
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|
2024
Q2 | $345K | Sell |
|
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|
2024
Q1 | $434K | Sell |
|
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|
2023
Q4 | $419K | Buy |
|
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|
2023
Q3 | $134K | Sell |
|
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|
2023
Q2 | $462K | Buy |
|
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|
2023
Q1 | $417K | Sell |
|
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|
2022
Q4 | $284K | Buy |
|
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|
2022
Q3 | $134K | Sell |
|
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|
2022
Q2 | $294K | Sell |
|
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|
2022
Q1 | $327K | Buy |
|