Osterweis Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
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|
2025
Q1 | $31M | Sell |
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|
2024
Q4 | $39M | Buy |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $763K | Hold |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $13.3K | Sell |
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|
2022
Q3 | $32K | Buy |
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