Oxford Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
1,658
-145
| -8% | -$39.5K | 0.03% | 141 |
|
|
2025
Q1 | $484K | Buy |
1,803
+71
| +4% | +$19.1K | 0.03% | 136 |
|
|
2024
Q4 | $579K | Sell |
1,732
-71
| -4% | -$23.7K | 0.04% | 127 |
|
|
2024
Q3 | $494K | Sell |
1,803
-537
| -23% | -$147K | 0.03% | 144 |
|
|
2024
Q2 | $602K | Buy |
2,340
+1,095
| +88% | +$282K | 0.04% | 131 |
|
|
2024
Q1 | $375K | Buy |
1,245
+103
| +9% | +$31K | 0.03% | 161 |
|
|
2023
Q4 | $301K | Buy |
1,142
+76
| +7% | +$20K | 0.02% | 182 |
|
|
2023
Q3 | $216K | Sell |
1,066
-539
| -34% | -$109K | 0.02% | 206 |
|
|
2023
Q2 | $339K | Buy |
1,605
+499
| +45% | +$105K | 0.03% | 165 |
|
|
2023
Q1 | $221K | Buy |
+1,106
| New | +$221K | 0.02% | 179 |
|
|
2022
Q2 | – | Sell |
-1,061
| Closed | -$225K | – | 272 |
|
|
2022
Q1 | $225K | Sell |
1,061
-2,220
| -68% | -$471K | 0.03% | 177 |
|
|
2021
Q4 | $834K | Buy |
3,281
+137
| +4% | +$34.8K | 0.09% | 92 |
|
|
2021
Q3 | $853K | Sell |
3,144
-432
| -12% | -$117K | 0.11% | 80 |
|
|
2021
Q2 | $874K | Buy |
3,576
+224
| +7% | +$54.7K | 0.12% | 84 |
|
|
2021
Q1 | $710K | Sell |
3,352
-12
| -0.4% | -$2.54K | 0.1% | 90 |
|
|
2020
Q4 | $749K | Sell |
3,364
-15
| -0.4% | -$3.34K | 0.11% | 81 |
|
|
2020
Q3 | $849K | Hold |
3,379
| – | – | 0.14% | 67 |
|
|
2020
Q2 | $633K | Hold |
3,379
| – | – | 0.11% | 81 |
|
|
2020
Q1 | $487K | Buy |
+3,379
| New | +$487K | 0.1% | 87 |
|