Oakwood Capital Management’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 |
-1,005
| Closed | -$224K | – | 59 |
|
|
2020
Q4 | $224K | Sell |
1,005
-22,696
| -96% | -$5.06M | 0.07% | 61 |
|
|
2020
Q3 | $5.96M | Sell |
23,701
-333
| -1% | -$83.7K | 2.2% | 15 |
|
|
2020
Q2 | $4.5M | Buy |
24,034
+717
| +3% | +$134K | 1.87% | 22 |
|
|
2020
Q1 | $3.36M | Buy |
23,317
+392
| +2% | +$56.4K | 1.77% | 28 |
|
|
2019
Q4 | $3.73M | Sell |
22,925
-350
| -2% | -$56.9K | 1.55% | 32 |
|
|
2019
Q3 | $3.46M | Buy |
+23,275
| New | +$3.46M | 1.53% | 32 |
|