Oakmont Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-154,196
| Closed | -$34.3M | – | 30 |
|
|
2020
Q4 | $34.3M | Sell |
154,196
-14,945
| -9% | -$3.33M | 3.05% | 10 |
|
|
2020
Q3 | $42.5M | Sell |
169,141
-7,385
| -4% | -$1.86M | 4.41% | 10 |
|
|
2020
Q2 | $33.1M | Sell |
176,526
-205
| -0.1% | -$38.4K | 4.31% | 9 |
|
|
2020
Q1 | $25.4M | Sell |
176,731
-674
| -0.4% | -$97K | 4.69% | 9 |
|
|
2019
Q4 | $28.9M | Sell |
177,405
-24,600
| -12% | -$4M | 4.42% | 10 |
|
|
2019
Q3 | $30M | Hold |
202,005
| – | – | 4.63% | 10 |
|
|
2019
Q2 | $30.7M | Hold |
202,005
| – | – | 4.65% | 10 |
|
|
2019
Q1 | $32M | Buy |
202,005
+86
| +0% | +$13.6K | 4.5% | 10 |
|
|
2018
Q4 | $27.7M | Buy |
+201,919
| New | +$27.7M | 4.35% | 10 |
|