Oak Associates’s Salesforce CRM Stock Holding History

Oak Associates’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	$9.2M	Sell	49,284 -20,226	-29%	-$4.19M	0.62%	37
2025 Q4	$18.4M	Buy	69,510 +1,015	+1%	+$252K	1.11%	28
2025 Q3	$16.2M	Buy	68,495 +45,691	+200%	+$11.5M	0.99%	29
2025 Q2	$6.22M	Buy	22,804 +5,622	+33%	+$1.5M	0.41%	46
2025 Q1	$4.61M	Buy	17,182 +1	+0%	+$311	0.35%	49
2024 Q4	$5.74M	Hold	17,181	–	–	0.4%	48
2024 Q3	$4.7M	Sell	17,181 -264	-2%	-$67.6K	0.32%	50
2024 Q2	$4.49M	Sell	17,445 -765	-4%	-$205K	0.3%	49
2024 Q1	$5.48M	Hold	18,210	–	–	0.38%	47
2023 Q4	$4.79M	Sell	18,210 -900	-5%	-$204K	0.36%	47
2023 Q3	$3.88M	Buy	19,110 +6	+0%	+$1.3K	0.32%	51
2023 Q2	$4.04M	Sell	19,104 -9,825	-34%	-$2.01M	0.32%	52
2023 Q1	$5.78M	Hold	28,929	–	–	0.48%	45
2022 Q4	$3.84M	Sell	28,929 -42,321	-59%	-$6.18M	0.32%	55
2022 Q3	$10.2M	Sell	71,250 -1,050	-1%	-$178K	0.87%	36
2022 Q2	$11.9M	Sell	72,300 -11,731	-14%	-$2.07M	0.93%	33
2022 Q1	$17.8M	Buy	84,031 +153	+0.2%	+$32.9K	1.09%	30
2021 Q4	$21.3M	Buy	83,878 +11,707	+16%	+$3.29M	1.14%	27
2021 Q3	$19.6M	Hold	72,171	–	–	1.11%	28
2021 Q2	$17.6M	Buy	72,171 +371	+0.5%	+$85.5K	1%	31
2021 Q1	$15.2M	Buy	71,800 +12,595	+21%	+$2.8M	0.9%	32
2020 Q4	$13.2M	Buy	59,205 +13,505	+30%	+$3.28M	0.8%	36
2020 Q3	$11.5M	Hold	45,700	–	–	0.77%	36
2020 Q2	$8.56M	Buy	45,700 +680	+2%	+$115K	0.57%	47
2020 Q1	$6.48M	Hold	45,020	–	–	0.53%	49
2019 Q4	$7.32M	Sell	45,020 -1,305	-3%	-$205K	0.43%	59
2019 Q3	$6.88M	Hold	46,325	–	–	0.42%	59
2019 Q2	$7.03M	Hold	46,325	–	–	0.44%	57
2019 Q1	$7.34M	Sell	46,325 -3,420	-7%	-$530K	0.45%	59
2018 Q4	$6.81M	Sell	49,745 -1,400	-3%	-$193K	0.48%	59
2018 Q3	$8.13M	Sell	51,145 -2,005	-4%	-$298K	0.5%	58
2018 Q2	$7.25M	Hold	53,150	–	–	0.49%	57
2018 Q1	$6.18M	Hold	53,150	–	–	0.43%	60
2017 Q4	$5.43M	Hold	53,150	–	–	0.39%	59
2017 Q3	$4.96M	Hold	53,150	–	–	0.37%	63
2017 Q2	$4.6M	Hold	53,150	–	–	0.35%	68
2017 Q1	$4.38M	Sell	53,150 -38,055	-42%	-$3.04M	0.35%	70
2016 Q4	$6.24M	Sell	91,205 -10,300	-10%	-$747K	0.62%	44
2016 Q3	$7.63M	Sell	101,505 -6,400	-6%	-$499K	0.79%	30
2016 Q2	$8.57M	Sell	107,905 -5,000	-4%	-$392K	1.03%	26
2016 Q1	$8.34M	Sell	112,905 -1,200	-1%	-$82.6K	1.02%	27
2015 Q4	$8.95M	Sell	114,105 -3,715	-3%	-$290K	1.07%	25
2015 Q3	$8.18M	Sell	117,820 -900	-0.8%	-$63.8K	1.08%	23
2015 Q2	$8.27M	Hold	118,720	–	–	1.01%	25
2015 Q1	$7.93M	Sell	118,720 -6,500	-5%	-$403K	0.95%	27
2014 Q4	$7.43M	Sell	125,220 -7,400	-6%	-$436K	0.89%	27
2014 Q3	$7.63M	Sell	132,620 -13,500	-9%	-$760K	0.94%	26
2014 Q2	$8.49M	Sell	146,120 -600	-0.4%	-$32.4K	1.04%	24
2014 Q1	$8.38M	Sell	146,720 -40,600	-22%	-$2.43M	1.04%	25
2013 Q4	$10.3M	Buy	+187,320	New	+$10M	1.12%	23
2013 Q2	$7.98M	Buy	+209,120	New	+$8.63M	0.95%	25

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oak Associates's CRM Position: Q1 2026 in Review

Oak Associates reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $4.19M and leaving 49,284 shares worth $9.2M. The position accounts for 0.62% of the portfolio, ranked #37.

Oak Associates first reported a position in CRM in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.3M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Oak Associates held 49,284 shares of Salesforce worth $9.2M as of Q1 2026.
Oak Associates sold 20,226 Salesforce shares in Q1 2026, an estimated $4.19M.
Salesforce made up 0.62% of Oak Associates's portfolio in Q1 2026, its #37 holding.
Oak Associates first reported a position in Salesforce in Q2 2013 and has held it in 51 quarters since.
Oak Associates's Salesforce position peaked at $21.3M in Q4 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.