OCM
Osterweis Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9M | Sell |
98,507
-17,107
| -15% | -$4.66M | 1.29% | 31 |
|
|
2025
Q1 | $31M | Sell |
115,614
-1,120
| -1% | -$301K | 1.53% | 24 |
|
|
2024
Q4 | $39M | Buy |
116,734
+46,998
| +67% | +$15.7M | 1.82% | 12 |
|
|
2024
Q3 | $19.1M | Buy |
69,736
+67,041
| +2,488% | +$18.3M | 0.97% | 38 |
|
|
2024
Q2 | $693K | Sell |
2,695
-100
| -4% | -$25.7K | 0.04% | 110 |
|
|
2024
Q1 | $842K | Sell |
2,795
-103
| -4% | -$31K | 0.05% | 99 |
|
|
2023
Q4 | $763K | Hold |
2,898
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $588K | Sell |
2,898
-385
| -12% | -$78.1K | 0.04% | 104 |
|
|
2023
Q2 | $694K | Buy |
3,283
+2,700
| +463% | +$570K | 0.05% | 107 |
|
|
2023
Q1 | $116K | Buy |
583
+483
| +483% | +$96.5K | 0.01% | 148 |
|
|
2022
Q4 | $13.3K | Sell |
100
-124
| -55% | -$16.4K | ﹤0.01% | 209 |
|
|
2022
Q3 | $32K | Buy |
+224
| New | +$32K | ﹤0.01% | 176 |
|