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Oak Harvest Investment Services’s Salesforce CRM Stock Holding History

Oak Harvest Investment Services’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
-20,586
Closed -$5.45M – 177
2025
Q4 		$5.45M Buy
20,586
+3,959
+24% +$984K 0.59% 62
2025
Q3 		$3.94M Sell
16,627
-1,271
-7% -$321K 0.46% 69
2025
Q2 		$4.88M Buy
17,898
+660
+4% +$176K 0.61% 52
2025
Q1 		$4.63M Buy
17,238
+4,190
+32% +$1.3M 0.65% 59
2024
Q4 		$4.36M Buy
13,048
+3,557
+37% +$1.14M 0.61% 58
2024
Q3 		$2.6M Buy
9,491
+3,453
+57% +$884K 0.37% 72
2024
Q2 		$1.55M Sell
6,038
-374
-6% -$100K 0.24% 75
2024
Q1 		$1.93M Buy
6,412
+1,278
+25% +$369K 0.32% 66
2023
Q4 		$1.35M Sell
5,134
-465
-8% -$105K 0.27% 66
2023
Q3 		$1.14M Buy
5,599
+2,127
+61% +$460K 0.24% 64
2023
Q2 		$733K Sell
3,472
-19,729
-85% -$4.03M 0.16% 68
2023
Q1 		$4.64M Sell
23,201
-3,007
-11% -$508K 1.07% 37
2022
Q4 		$3.47M Sell
26,208
-5,452
-17% -$796K 0.9% 43
2022
Q3 		$4.55M Sell
31,660
-700
-2% -$119K 1.21% 37
2022
Q2 		$5.34M Buy
32,360
+339
+1% +$59.9K 1.44% 29
2022
Q1 		$6.8M Buy
32,021
+2,045
+7% +$440K 1.68% 20
2021
Q4 		$7.62M Buy
29,976
+416
+1% +$117K 1.89% 13
2021
Q3 		$8.02M Buy
29,560
+3,309
+13% +$840K 2.34% 8
2021
Q2 		$6.41M Buy
26,251
+1,846
+8% +$425K 2.11% 10
2021
Q1 		$5.17M Buy
24,405
+17,530
+255% +$3.9M 1.98% 11
2020
Q4 		$1.53M Buy
+6,875
New +$1.67M 0.66% 48

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

Oak Harvest Investment Services's CRM Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of Salesforce (CRM) in Q1 2026, closing a stake of 20,586 shares — an estimated $5.45M sold.

Oak Harvest Investment Services first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $8.02M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Oak Harvest Investment Services reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 20,586 Salesforce shares in Q1 2026, an estimated $5.45M.
  • Oak Harvest Investment Services first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Oak Harvest Investment Services's Salesforce position peaked at $8.02M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.