Osborn Williams & Donohoe’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.35M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $972K | Buy |
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|
2018
Q3 | $334K | Hold |
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|
2018
Q2 | $286K | Hold |
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|
2018
Q1 | $244K | Hold |
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|
2017
Q4 | $215K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Buy |
|