SW
SkyOak Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
886
+50
| +6% | +$13.6K | 0.05% | 210 |
|
|
2025
Q1 | $224K | Hold |
836
| – | – | 0.05% | 217 |
|
|
2024
Q4 | $280K | Hold |
836
| – | – | 0.06% | 189 |
|
|
2024
Q3 | $229K | Hold |
836
| – | – | 0.05% | 211 |
|
|
2024
Q2 | $215K | Buy |
+836
| New | +$215K | 0.05% | 221 |
|
|
2020
Q2 | – | Sell |
-3,924
| Closed | -$565K | – | 243 |
|
|
2020
Q1 | $565K | Buy |
+3,924
| New | +$565K | 0.29% | 82 |
|