Oxbow Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50,344
| Closed | -$12.8M | – | 269 |
|
|
2021
Q4 | $12.8M | Buy |
50,344
+1,340
| +3% | +$341K | 1.22% | 25 |
|
|
2021
Q3 | $13.3M | Buy |
+49,004
| New | +$13.3M | 1.35% | 23 |
|
|
2021
Q1 | – | Sell |
-1,606
| Closed | -$357K | – | 293 |
|
|
2020
Q4 | $357K | Buy |
1,606
+620
| +63% | +$138K | 0.05% | 205 |
|
|
2020
Q3 | $248K | Buy |
+986
| New | +$248K | 0.03% | 229 |
|