Obermeyer Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $51.5M | Sell |
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|
2023
Q4 | $46.1M | Sell |
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|
2023
Q3 | $36.1M | Sell |
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|
2023
Q2 | $38.1M | Sell |
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|
2023
Q1 | $37.5M | Sell |
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|
2022
Q4 | $24.8M | Sell |
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|
2022
Q3 | $28.7M | Sell |
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|
2022
Q2 | $33.3M | Buy |
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|
2022
Q1 | $42.6M | Buy |
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|
2021
Q4 | $50.1M | Buy |
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|
2021
Q3 | $53.2M | Buy |
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|
2021
Q2 | $47.4M | Buy |
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|
2021
Q1 | $40.4M | Buy |
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|
2020
Q4 | $41.8M | Sell |
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|
2020
Q3 | $47.8M | Sell |
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|
2020
Q2 | $35.8M | Buy |
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|
2020
Q1 | $27.1M | Buy |
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|
2019
Q4 | $20.7M | Buy |
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|
2019
Q3 | $18.1M | Sell |
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|
2019
Q2 | $19.1M | Buy |
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|
2019
Q1 | $10.9M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $70K | Buy |
|