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 |
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|
2025
Q2 | $3.5K | Buy |
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|
2025
Q1 | $3.3K | Sell |
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|
2024
Q4 | $5M | Hold |
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|
2024
Q3 | $4.09K | Hold |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $70K | Sell |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $133K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $16K | Sell |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $27.4K | Hold |
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|
2018
Q3 | $31.8K | Buy |
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|
2018
Q2 | $6.82K | Hold |
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|
2018
Q1 | $5.82K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $13.7K | Hold |
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|
2016
Q3 | $14.3K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7.84K | Hold |
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|
2015
Q3 | $6.94K | Buy |
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