Oxler Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $851K | Sell |
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|
2025
Q2 | $986K | Sell |
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|
2025
Q1 | $986K | Sell |
|
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|
2024
Q4 | $1.83M | Buy |
|
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|
2024
Q3 | $1.5M | Buy |
|
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.64M | Buy |
|
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|
2023
Q4 | $778K | Sell |
|
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.17M | Hold |
|
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|
2023
Q1 | $1.11M | Sell |
|
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|
2022
Q4 | $738K | Hold |
|
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|
2022
Q3 | $801K | Sell |
|
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|
2022
Q2 | $1.25M | Hold |
|
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|
2022
Q1 | $1.61M | Hold |
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|
2021
Q4 | $1.92M | Sell |
|
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|
2021
Q3 | $2.06M | Hold |
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|
2021
Q2 | $1.86M | Hold |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.11M | Buy |
|