Lombard Odier Asset Management (Switzerland)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
46,129
+2,294
| +5% | +$626K | 0.63% | 27 |
|
|
2025
Q1 | $11.8M | Buy |
43,835
+14,521
| +50% | +$3.9M | 0.68% | 31 |
|
|
2024
Q4 | $9.8M | Buy |
29,314
+2,508
| +9% | +$839K | 0.73% | 23 |
|
|
2024
Q3 | $7.34M | Buy |
26,806
+1,708
| +7% | +$467K | 0.61% | 31 |
|
|
2024
Q2 | $6.45M | Sell |
25,098
-4,095
| -14% | -$1.05M | 0.66% | 37 |
|
|
2024
Q1 | $8.79M | Buy |
29,193
+13,953
| +92% | +$4.2M | 0.62% | 42 |
|
|
2023
Q4 | $4.01M | Buy |
15,240
+2,415
| +19% | +$635K | 0.54% | 56 |
|
|
2023
Q3 | $2.6M | Sell |
12,825
-911
| -7% | -$185K | 0.42% | 61 |
|
|
2023
Q2 | $2.9M | Buy |
13,736
+1,483
| +12% | +$313K | 0.41% | 63 |
|
|
2023
Q1 | $2.45M | Buy |
12,253
+1,738
| +17% | +$347K | 0.21% | 114 |
|
|
2022
Q4 | $1.39M | Sell |
10,515
-3,836
| -27% | -$509K | 0.11% | 148 |
|
|
2022
Q3 | $2.06M | Sell |
14,351
-258
| -2% | -$37.1K | 0.18% | 110 |
|
|
2022
Q2 | $2.41M | Sell |
14,609
-1,576
| -10% | -$260K | 0.2% | 106 |
|
|
2022
Q1 | $3.44M | Buy |
16,185
+677
| +4% | +$144K | 0.27% | 72 |
|
|
2021
Q4 | $3.94M | Buy |
15,508
+658
| +4% | +$167K | 0.25% | 71 |
|
|
2021
Q3 | $3.72M | Buy |
14,850
+4,059
| +38% | +$1.02M | 0.23% | 85 |
|
|
2021
Q2 | $2.64M | Buy |
10,791
+5,035
| +87% | +$1.23M | 0.13% | 104 |
|
|
2021
Q1 | $1.22M | Buy |
+5,756
| New | +$1.22M | 0.08% | 136 |
|
|
2020
Q4 | – | Sell |
-4,722
| Closed | -$1.19M | – | 184 |
|
|
2020
Q3 | $1.19M | Buy |
+4,722
| New | +$1.19M | 0.12% | 118 |
|
|
2020
Q2 | – | Sell |
-3,978
| Closed | -$573K | – | 192 |
|
|
2020
Q1 | $573K | Buy |
3,978
+13
| +0.3% | +$1.87K | 0.08% | 179 |
|
|
2019
Q4 | $645K | Buy |
3,965
+323
| +9% | +$52.5K | 0.06% | 222 |
|
|
2019
Q3 | $541K | Buy |
3,642
+1,372
| +60% | +$204K | 0.06% | 228 |
|
|
2019
Q2 | $344K | Hold |
2,270
| – | – | 0.03% | 268 |
|
|
2019
Q1 | $359K | Hold |
2,270
| – | – | 0.04% | 283 |
|
|
2018
Q4 | $311K | Sell |
2,270
-2,988
| -57% | -$409K | 0.04% | 271 |
|
|
2018
Q3 | $836K | Buy |
5,258
+2,988
| +132% | +$475K | 0.08% | 194 |
|
|
2018
Q2 | $310K | Sell |
2,270
-475
| -17% | -$64.9K | 0.03% | 250 |
|
|
2018
Q1 | $319K | Sell |
2,745
-566
| -17% | -$65.8K | 0.03% | 289 |
|
|
2017
Q4 | $338K | Hold |
3,311
| – | – | 0.03% | 265 |
|
|
2017
Q3 | $309K | Hold |
3,311
| – | – | 0.03% | 280 |
|
|
2017
Q2 | $287K | Hold |
3,311
| – | – | 0.03% | 300 |
|
|
2017
Q1 | $273K | Buy |
+3,311
| New | +$273K | 0.03% | 309 |
|
|
2016
Q3 | – | Sell |
-3,311
| Closed | -$263K | – | 142 |
|
|
2016
Q2 | $263K | Sell |
3,311
-41,182
| -93% | -$3.27M | 0.04% | 246 |
|
|
2016
Q1 | $3.29M | Buy |
44,493
+41,182
| +1,244% | +$3.04M | 0.39% | 49 |
|
|
2015
Q4 | $262K | Sell |
3,311
-60,000
| -95% | -$4.75M | 0.03% | 233 |
|
|
2015
Q3 | $4.4M | Buy |
63,311
+22,999
| +57% | +$1.6M | 0.4% | 41 |
|
|
2015
Q2 | $2.81M | Sell |
40,312
-2,734
| -6% | -$190K | 0.21% | 59 |
|
|
2015
Q1 | $2.88M | Buy |
43,046
+35,346
| +459% | +$2.37M | 0.32% | 58 |
|
|
2014
Q4 | $459K | Sell |
7,700
-379,128
| -98% | -$22.6M | 0.05% | 241 |
|
|
2014
Q3 | $22.3M | Buy |
386,828
+380,851
| +6,372% | +$21.9M | 0.57% | 38 |
|
|
2014
Q2 | $346K | Buy |
+5,977
| New | +$346K | 0.04% | 279 |
|