OGC
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Oak Grove Capital’s Salesforce CRM Stock Holding History

Oak Grove 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
2021
Q3 		– Sell
-200
Closed -$10K – 113
2021
Q2 		$10K Hold
200
– – ﹤0.01% 103
2021
Q1 		$6K Buy
+200
New +$44.5K ﹤0.01% 97
2020
Q1 		– Sell
-1,000
Closed -$4K – 64
2019
Q4 		$4K Buy
+1,000
New +$157K ﹤0.01% 67

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oak Grove Capital's CRM Position: Q3 2021 in Review

Oak Grove Capital sold out of Salesforce (CRM) in Q3 2021, closing a stake of 3,050 shares — an estimated $745K sold.

Oak Grove Capital first reported a position in CRM in Q1 2018 and held it in 13 quarters. The position peaked at $7.81M in Q4 2019. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Oak Grove Capital reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • Oak Grove Capital sold 3,050 Salesforce shares in Q3 2021, an estimated $745K.
  • Oak Grove Capital first reported a position in Salesforce in Q1 2018 and held it in 13 quarters.
  • Oak Grove Capital's Salesforce position peaked at $7.81M in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Oak Grove Capital's 13F filing for Q3 2021, filed 12 Nov 2021.