OAM
Oppenheimer Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
77,195
-46,294
| -37% | -$12.6M | 0.24% | 99 |
|
|
2025
Q1 | $33.1M | Sell |
123,489
-29
| -0% | -$7.78K | 0.41% | 53 |
|
|
2024
Q4 | $41.3M | Buy |
123,518
+2,948
| +2% | +$986K | 0.5% | 38 |
|
|
2024
Q3 | $33M | Sell |
120,570
-88,139
| -42% | -$24.1M | 0.4% | 54 |
|
|
2024
Q2 | $53.7M | Buy |
208,709
+19,302
| +10% | +$4.96M | 0.69% | 22 |
|
|
2024
Q1 | $57M | Sell |
189,407
-7,375
| -4% | -$2.22M | 0.84% | 19 |
|
|
2023
Q4 | $51.8M | Sell |
196,782
-7,748
| -4% | -$2.04M | 0.72% | 24 |
|
|
2023
Q3 | $41.5M | Sell |
204,530
-5,646
| -3% | -$1.14M | 0.64% | 33 |
|
|
2023
Q2 | $44.4M | Sell |
210,176
-34,218
| -14% | -$7.23M | 0.65% | 31 |
|
|
2023
Q1 | $48.8M | Buy |
244,394
+11,693
| +5% | +$2.34M | 0.75% | 24 |
|
|
2022
Q4 | $30.9M | Sell |
232,701
-34,263
| -13% | -$4.54M | 0.5% | 41 |
|
|
2022
Q3 | $38.4M | Buy |
266,964
+13,882
| +5% | +$2M | 0.68% | 26 |
|
|
2022
Q2 | $41.8M | Sell |
253,082
-8,653
| -3% | -$1.43M | 0.7% | 25 |
|
|
2022
Q1 | $55.6M | Buy |
261,735
+4,648
| +2% | +$987K | 0.79% | 20 |
|
|
2021
Q4 | $65.3M | Buy |
257,087
+11,185
| +5% | +$2.84M | 0.87% | 15 |
|
|
2021
Q3 | $66.7M | Buy |
245,902
+3,163
| +1% | +$858K | 0.95% | 15 |
|
|
2021
Q2 | $59.3M | Buy |
242,739
+5,212
| +2% | +$1.27M | 0.84% | 17 |
|
|
2021
Q1 | $50.3M | Buy |
237,527
+30,254
| +15% | +$6.41M | 0.78% | 19 |
|
|
2020
Q4 | $46.1M | Sell |
207,273
-22,407
| -10% | -$4.99M | 0.77% | 20 |
|
|
2020
Q3 | $57.7M | Buy |
229,680
+3,526
| +2% | +$886K | 1.12% | 9 |
|
|
2020
Q2 | $42.4M | Buy |
226,154
+9,338
| +4% | +$1.75M | 0.87% | 15 |
|
|
2020
Q1 | $31.2M | Buy |
216,816
+88,367
| +69% | +$12.7M | 0.77% | 20 |
|
|
2019
Q4 | $20.9M | Buy |
128,449
+5,566
| +5% | +$905K | 0.44% | 39 |
|
|
2019
Q3 | $18.2M | Sell |
122,883
-5,970
| -5% | -$886K | 0.41% | 45 |
|
|
2019
Q2 | $19.6M | Buy |
128,853
+683
| +0.5% | +$104K | 0.43% | 40 |
|
|
2019
Q1 | $20.3M | Buy |
128,170
+2,835
| +2% | +$449K | 0.46% | 39 |
|
|
2018
Q4 | $17.2M | Buy |
125,335
+6,386
| +5% | +$875K | 0.43% | 47 |
|
|
2018
Q3 | $18.9M | Sell |
118,949
-1,548
| -1% | -$246K | 0.42% | 46 |
|
|
2018
Q2 | $16.4M | Buy |
120,497
+2,697
| +2% | +$368K | 0.4% | 59 |
|
|
2018
Q1 | $13.7M | Sell |
117,800
-1,134
| -1% | -$132K | 0.34% | 72 |
|
|
2017
Q4 | $11.1M | Hold |
118,934
| – | – | 0.29% | 83 |
|
|
2017
Q3 | $11.1M | Buy |
118,934
+196
| +0.2% | +$18.3K | 0.29% | 84 |
|
|
2017
Q2 | $10.3M | Buy |
118,738
+2,433
| +2% | +$211K | 0.28% | 87 |
|
|
2017
Q1 | $9.59M | Buy |
+116,305
| New | +$9.59M | 0.27% | 87 |
|