Oak Family Advisors’s Salesforce CRM Stock Holding History

Oak Family Advisors’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
2025 Q1	–	Sell	-988	Closed	-$330K	–	118
2024 Q4	$330K	Buy	+988	New	+$315K	0.12%	81

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oak Family Advisors's CRM Position: Q1 2025 in Review

Oak Family Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 988 shares — an estimated $330K sold.

Oak Family Advisors first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $330K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Oak Family Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 988 Salesforce shares in Q1 2025, an estimated $330K.
Oak Family Advisors first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Oak Family Advisors's Salesforce position peaked at $330K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.