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Oak Harbor Wealth Partners’s Salesforce CRM Stock Holding History

Oak Harbor Wealth Partners’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
Q2 		$825K Sell
5,269
-548
-9% -$96.4K 0.31% 76
2026
Q1 		$1.09M Sell
5,817
-888
-13% -$184K 0.25% 89
2025
Q4 		$1.78M Sell
6,705
-511
-7% -$127K 0.43% 59
2025
Q3 		$1.71M Sell
7,216
-1,691
-19% -$426K 0.42% 55
2025
Q2 		$2.43M Buy
8,907
+6
+0.1% +$1.6K 0.66% 37
2025
Q1 		$2.39M Sell
8,901
-253
-3% -$78.7K 0.68% 36
2024
Q4 		$3.06M Sell
9,154
-173
-2% -$55.2K 0.89% 32
2024
Q3 		$2.55M Buy
9,327
+424
+5% +$109K 0.73% 36
2024
Q2 		$2.29M Buy
8,903
+5
+0.1% +$1.34K 0.72% 38
2024
Q1 		$2.68M Buy
8,898
+54
+0.6% +$15.6K 0.83% 34
2023
Q4 		$2.33M Sell
8,844
-332
-4% -$75.1K 0.78% 35
2023
Q3 		$1.86M Buy
9,176
+119
+1% +$25.7K 0.66% 43
2023
Q2 		$1.91M Sell
9,057
-79
-0.9% -$16.1K 0.65% 42
2023
Q1 		$1.83M Buy
9,136
+1,018
+13% +$172K 0.66% 44
2022
Q4 		$1.08M Sell
8,118
-942
-10% -$137K 0.41% 61
2022
Q3 		$1.3M Buy
9,060
+437
+5% +$74.1K 0.51% 52
2022
Q2 		$1.42M Buy
8,623
+292
+4% +$51.6K 0.57% 49
2022
Q1 		$1.77M Buy
8,331
+606
+8% +$130K 0.58% 47
2021
Q4 		$1.96M Buy
+7,725
New +$2.17M 0.67% 42

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Harbor Wealth Partners's CRM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Salesforce (CRM) stake by 9.4% in Q2 2026, selling an estimated $96.4K and leaving 5,269 shares worth $825K. The position accounts for 0.31% of the portfolio, ranked #76.

Oak Harbor Wealth Partners first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Oak Harbor Wealth Partners held 5,269 shares of Salesforce worth $825K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 548 Salesforce shares in Q2 2026, an estimated $96.4K.
  • Salesforce made up 0.31% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Oak Harbor Wealth Partners first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Salesforce position peaked at $3.06M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.