OPS
Orion Portfolio Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.9M | Buy |
77,982
+17,269
| +28% | +$4.63M | 0.21% | 93 |
|
|
2024
Q4 | $20.3M | Sell |
60,713
-9,428
| -13% | -$3.15M | 0.2% | 93 |
|
|
2024
Q3 | $19.2M | Sell |
70,141
-29,922
| -30% | -$8.19M | 0.19% | 105 |
|
|
2024
Q2 | $25.7M | Buy |
100,063
+2,266
| +2% | +$583K | 0.27% | 65 |
|
|
2024
Q1 | $29.5M | Sell |
97,797
-123
| -0.1% | -$37K | 0.32% | 53 |
|
|
2023
Q4 | $25.5M | Sell |
97,920
-2,615
| -3% | -$682K | 0.3% | 62 |
|
|
2023
Q3 | $20.4M | Sell |
100,535
-3,068
| -3% | -$622K | 0.25% | 84 |
|
|
2023
Q2 | $21.9M | Sell |
103,603
-16,096
| -13% | -$3.4M | 0.23% | 80 |
|
|
2023
Q1 | $23.9M | Buy |
119,699
+82,806
| +224% | +$16.5M | 0.3% | 65 |
|
|
2022
Q4 | $4.89M | Buy |
36,893
+783
| +2% | +$104K | 0.17% | 95 |
|
|
2022
Q3 | $5.19M | Buy |
36,110
+1,709
| +5% | +$246K | 0.21% | 79 |
|
|
2022
Q2 | $5.68M | Sell |
34,401
-1,779
| -5% | -$294K | 0.23% | 70 |
|
|
2022
Q1 | $7.68M | Buy |
36,180
+1,711
| +5% | +$363K | 0.27% | 59 |
|
|
2021
Q4 | $8.76M | Buy |
34,469
+2,918
| +9% | +$742K | 0.29% | 58 |
|
|
2021
Q3 | $8.56M | Buy |
31,551
+2,421
| +8% | +$657K | 0.31% | 55 |
|
|
2021
Q2 | $7.12M | Buy |
29,130
+7,164
| +33% | +$1.75M | 0.28% | 57 |
|
|
2021
Q1 | $4.65M | Buy |
21,966
+8,992
| +69% | +$1.91M | 0.2% | 69 |
|
|
2020
Q4 | $2.89M | Buy |
12,974
+4,056
| +45% | +$903K | 0.13% | 106 |
|
|
2020
Q3 | $2.24M | Buy |
8,918
+5,945
| +200% | +$1.49M | 0.12% | 109 |
|
|
2020
Q2 | $557K | Buy |
2,973
+671
| +29% | +$126K | 0.03% | 222 |
|
|
2020
Q1 | $331K | Sell |
2,302
-120
| -5% | -$17.3K | 0.02% | 252 |
|
|
2019
Q4 | $394K | Buy |
+2,422
| New | +$394K | 0.03% | 233 |
|