Oxford Financial Group’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 | $452K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $494K | Sell |
|
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|
2024
Q2 | $602K | Buy |
|
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|
2024
Q1 | $375K | Buy |
|
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $221K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $225K | Sell |
|
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $874K | Buy |
|
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|
2021
Q1 | $710K | Sell |
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|
2020
Q4 | $749K | Sell |
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|
2020
Q3 | $849K | Hold |
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|
2020
Q2 | $633K | Hold |
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|
2020
Q1 | $487K | Buy |
|