OPCM
Osborne Partners Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
63,791
+1,217
| +2% | +$332K | 0.92% | 29 |
|
|
2025
Q1 | $16.8M | Buy |
62,574
+500
| +0.8% | +$134K | 0.97% | 27 |
|
|
2024
Q4 | $20.8M | Sell |
62,074
-569
| -0.9% | -$190K | 1.2% | 20 |
|
|
2024
Q3 | $17.1M | Sell |
62,643
-18,402
| -23% | -$5.04M | 0.97% | 27 |
|
|
2024
Q2 | $20.8M | Buy |
81,045
+40,056
| +98% | +$10.3M | 1.25% | 20 |
|
|
2024
Q1 | $12.3M | Buy |
40,989
+1,619
| +4% | +$488K | 0.76% | 43 |
|
|
2023
Q4 | $10.4M | Buy |
39,370
+102
| +0.3% | +$26.8K | 0.68% | 54 |
|
|
2023
Q3 | $7.96M | Buy |
39,268
+941
| +2% | +$191K | 0.59% | 62 |
|
|
2023
Q2 | $8.1M | Buy |
38,327
+943
| +3% | +$199K | 0.58% | 62 |
|
|
2023
Q1 | $7.47M | Buy |
37,384
+382
| +1% | +$76.3K | 0.55% | 67 |
|
|
2022
Q4 | $4.91M | Buy |
37,002
+2,772
| +8% | +$368K | 0.39% | 90 |
|
|
2022
Q3 | $4.92M | Buy |
34,230
+2,444
| +8% | +$352K | 0.41% | 85 |
|
|
2022
Q2 | $5.25M | Buy |
+31,786
| New | +$5.25M | 0.4% | 83 |
|