West Oak Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5K | Buy |
1,285
+55
| +4% | +$150 | 0.14% | 95 |
|
|
2025
Q1 | $3.3K | Sell |
1,230
-265
| -18% | -$711 | 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% | +$232K | 0.19% | 82 |
|
|
2023
Q4 | $197K | Buy |
725
+140
| +24% | +$38K | 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% | +$12K | 0.06% | 141 |
|
|
2022
Q4 | $70K | Sell |
525
-150
| -22% | -$20K | 0.04% | 148 |
|
|
2022
Q3 | $97K | Sell |
675
-130
| -16% | -$18.7K | 0.05% | 139 |
|
|
2022
Q2 | $133K | Sell |
805
-1,300
| -62% | -$215K | 0.07% | 130 |
|
|
2022
Q1 | $447K | Sell |
2,105
-125
| -6% | -$26.5K | 0.2% | 87 |
|
|
2021
Q4 | $567K | Sell |
2,230
-15
| -0.7% | -$3.81K | 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% | +$44.5K | 0.2% | 84 |
|
|
2020
Q4 | $453K | Buy |
2,035
+1,985
| +3,970% | +$442K | 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% | -$7K | ﹤0.01% | 232 |
|
|
2019
Q4 | $16K | Sell |
100
-100
| -50% | -$16K | 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% | +$23.9K | 0.02% | 205 |
|
|
2018
Q2 | $6.82K | Hold |
50
| – | – | ﹤0.01% | 274 |
|
|
2018
Q1 | $5.82K | Buy |
+50
| New | +$5.82K | ﹤0.01% | 293 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$13.7K | – | 376 |
|
|
2016
Q4 | $13.7K | Hold |
200
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $14.3K | Buy |
+200
| New | +$14.3K | 0.01% | 274 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$7.84K | – | 274 |
|
|
2015
Q4 | $7.84K | Hold |
100
| – | – | 0.01% | 218 |
|
|
2015
Q3 | $6.94K | Buy |
+100
| New | +$6.94K | 0.01% | 221 |
|