Oxler Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
3,617
-56
| -2% | -$15.3K | 0.31% | 42 |
|
|
2025
Q1 | $986K | Sell |
3,673
-1,801
| -33% | -$483K | 0.35% | 45 |
|
|
2024
Q4 | $1.83M | Buy |
5,474
+5
| +0.1% | +$1.67K | 0.6% | 32 |
|
|
2024
Q3 | $1.5M | Buy |
5,469
+7
| +0.1% | +$1.92K | 0.52% | 34 |
|
|
2024
Q2 | $1.4M | Buy |
5,462
+5
| +0.1% | +$1.29K | 0.52% | 35 |
|
|
2024
Q1 | $1.64M | Buy |
5,457
+2,500
| +85% | +$753K | 0.64% | 35 |
|
|
2023
Q4 | $778K | Sell |
2,957
-2,600
| -47% | -$684K | 0.65% | 29 |
|
|
2023
Q3 | $1.13M | Hold |
5,557
| – | – | 0.57% | 41 |
|
|
2023
Q2 | $1.17M | Hold |
5,557
| – | – | 0.56% | 43 |
|
|
2023
Q1 | $1.11M | Sell |
5,557
-10
| -0.2% | -$2K | 0.55% | 46 |
|
|
2022
Q4 | $738K | Hold |
5,567
| – | – | 0.4% | 58 |
|
|
2022
Q3 | $801K | Sell |
5,567
-2,000
| -26% | -$288K | 0.45% | 55 |
|
|
2022
Q2 | $1.25M | Hold |
7,567
| – | – | 0.6% | 43 |
|
|
2022
Q1 | $1.61M | Hold |
7,567
| – | – | 0.72% | 40 |
|
|
2021
Q4 | $1.92M | Sell |
7,567
-33
| -0.4% | -$8.39K | 0.8% | 37 |
|
|
2021
Q3 | $2.06M | Hold |
7,600
| – | – | 0.91% | 30 |
|
|
2021
Q2 | $1.86M | Hold |
7,600
| – | – | 0.81% | 36 |
|
|
2021
Q1 | $1.61M | Buy |
7,600
+2,600
| +52% | +$551K | 0.82% | 35 |
|
|
2020
Q4 | $1.11M | Buy |
+5,000
| New | +$1.11M | 0.63% | 37 |
|