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Bull Oak Capital’s Salesforce CRM Stock Holding History

Bull Oak Capital’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-987
Closed -$261K – 40
2025
Q4 		$261K Sell
987
-218
-18% -$54.2K 0.11% 33
2025
Q3 		$286K Sell
1,205
-161
-12% -$40.6K 0.12% 27
2025
Q2 		$372K Sell
1,366
-230
-14% -$61.5K 0.17% 23
2025
Q1 		$428K Buy
+1,596
New +$496K 0.23% 19
2024
Q4 		– Sell
-218
Closed -$59.7K – 37
2024
Q3 		$59.7K Buy
+218
New +$55.8K 0.03% 44
2023
Q4 		– Sell
-37
Closed -$7.5K – 48
2023
Q3 		$7.5K Buy
+37
New +$7.99K 0.01% 46

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bull Oak Capital's CRM Position: Q1 2026 in Review

Bull Oak Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 987 shares — an estimated $261K sold.

Bull Oak Capital first reported a position in CRM in Q3 2023 and held it in 6 quarters. The position peaked at $428K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bull Oak Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Bull Oak Capital sold 987 Salesforce shares in Q1 2026, an estimated $261K.
  • Bull Oak Capital first reported a position in Salesforce in Q3 2023 and held it in 6 quarters.
  • Bull Oak Capital's Salesforce position peaked at $428K in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.