ONGA
O'Neil Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,330
| Closed | -$2.55M | – | 45 |
|
|
2024
Q3 | $2.55M | Buy |
+9,330
| New | +$2.55M | 0.65% | 22 |
|
|
2023
Q3 | – | Sell |
-136,685
| Closed | -$28.9M | – | 62 |
|
|
2023
Q2 | $28.9M | Buy |
136,685
+90,442
| +196% | +$19.1M | 5.99% | 4 |
|
|
2023
Q1 | $9.24M | Buy |
+46,243
| New | +$9.24M | 4.77% | 6 |
|