West Oak Capital’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 | $2.3K | Sell |
970
-315
| -25% | -$79.4K | 0.09% | 109 |
|
|
2025
Q2 | $3.5K | Buy |
1,285
+55
| +4% | +$14.7K | 0.14% | 95 |
|
|
2025
Q1 | $3.3K | Sell |
1,230
-265
| -18% | -$82.4K | 0.13% | 97 |
|
|
2024
Q4 | $5M | Hold |
1,495
| – | – | 0.18% | 78 |
|
|
2024
Q3 | $4.09K | Hold |
1,495
| – | – | 0.08% | 87 |
|
|
2024
Q2 | $384K | Hold |
1,495
| – | – | 0.15% | 86 |
|
|
2024
Q1 | $450K | Buy |
1,495
+770
| +106% | +$222K | 0.19% | 82 |
|
|
2023
Q4 | $197K | Buy |
725
+140
| +24% | +$31.7K | 0.09% | 124 |
|
|
2023
Q3 | $119K | Hold |
585
| – | – | 0.06% | 137 |
|
|
2023
Q2 | $124K | Hold |
585
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $117K | Buy |
585
+60
| +11% | +$10.1K | 0.06% | 141 |
|
|
2022
Q4 | $70K | Sell |
525
-150
| -22% | -$21.9K | 0.04% | 148 |
|
|
2022
Q3 | $97K | Sell |
675
-130
| -16% | -$22K | 0.05% | 139 |
|
|
2022
Q2 | $133K | Sell |
805
-1,300
| -62% | -$230K | 0.07% | 130 |
|
|
2022
Q1 | $447K | Sell |
2,105
-125
| -6% | -$26.9K | 0.2% | 87 |
|
|
2021
Q4 | $567K | Sell |
2,230
-15
| -0.7% | -$4.21K | 0.21% | 83 |
|
|
2021
Q3 | $609K | Hold |
2,245
| – | – | 0.24% | 76 |
|
|
2021
Q2 | $548K | Hold |
2,245
| – | – | 0.22% | 80 |
|
|
2021
Q1 | $476K | Buy |
2,245
+210
| +10% | +$46.8K | 0.2% | 84 |
|
|
2020
Q4 | $453K | Buy |
2,035
+1,985
| +3,970% | +$483K | 0.21% | 85 |
|
|
2020
Q3 | $13K | Hold |
50
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $9K | Hold |
50
| – | – | 0.01% | 242 |
|
|
2020
Q1 | $7K | Sell |
50
-50
| -50% | -$8.57K | ﹤0.01% | 232 |
|
|
2019
Q4 | $16K | Sell |
100
-100
| -50% | -$15.7K | 0.01% | 218 |
|
|
2019
Q3 | $30K | Hold |
200
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | 0.02% | 205 |
|
|
2019
Q1 | $32K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2018
Q4 | $27.4K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2018
Q3 | $31.8K | Buy |
200
+150
| +300% | +$22.3K | 0.02% | 205 |
|
|
2018
Q2 | $6.82K | Hold |
50
| – | – | ﹤0.01% | 274 |
|
|
2018
Q1 | $5.82K | Buy |
+50
| New | +$5.74K | ﹤0.01% | 293 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$13.7K | – | 375 |
|
|
2016
Q4 | $13.7K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $14.3K | Buy |
+200
| New | +$15.6K | 0.01% | 274 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$7.84K | – | 273 |
|
|
2015
Q4 | $7.84K | Hold |
100
| – | – | 0.01% | 218 |
|
|
2015
Q3 | $6.94K | Buy |
+100
| New | +$7.09K | 0.01% | 221 |
|
Other funds holding CRM
West Oak Capital's CRM Position: Q3 2025 in Review
West Oak Capital reduced its Salesforce (CRM) stake by 25% in Q3 2025, selling an estimated $79.4K and leaving 970 shares worth $2.3K. The position accounts for 0.09% of the portfolio, ranked #109.
West Oak Capital first reported a position in CRM in Q3 2015 and has held it in 35 quarters since. The position peaked at $5M in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.
- West Oak Capital held 970 shares of Salesforce worth $2.3K as of Q3 2025.
- West Oak Capital sold 315 Salesforce shares in Q3 2025, an estimated $79.4K.
- Salesforce made up 0.09% of West Oak Capital's portfolio in Q3 2025, its #109 holding.
- West Oak Capital first reported a position in Salesforce in Q3 2015 and has held it in 35 quarters since.
- West Oak Capital's Salesforce position peaked at $5M in Q4 2024.
- 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.