Oak Hill Wealth Advisors’s Salesforce CRM Stock Holding History

Oak Hill Wealth 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 Q3	$204K	Sell	862 -100	-10%	-$25.2K	0.04%	145
2025 Q2	$263K	Hold	962	–	–	0.05%	132
2025 Q1	$258K	Hold	962	–	–	0.06%	121
2024 Q4	$322K	Buy	+962	New	+$307K	0.08%	108
2024 Q3	–	Sell	-992	Closed	-$254K	–	144
2024 Q2	$255K	Buy	+992	New	+$265K	0.08%	97
2024 Q1	–	Sell	-972	Closed	-$280K	–	131
2023 Q4	$256K	Buy	+972	New	+$220K	0.09%	93
2023 Q3	–	Sell	-972	Closed	-$205K	–	105
2023 Q2	$205K	Buy	+972	New	+$198K	0.08%	106

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Oak Hill Wealth Advisors's CRM Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Salesforce (CRM) stake by 10% in Q3 2025, selling an estimated $25.2K and leaving 862 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #145.

Oak Hill Wealth Advisors first reported a position in CRM in Q2 2023 and has held it in 7 quarters since. The position peaked at $322K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Oak Hill Wealth Advisors held 862 shares of Salesforce worth $204K as of Q3 2025.
Oak Hill Wealth Advisors sold 100 Salesforce shares in Q3 2025, an estimated $25.2K.
Salesforce made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #145 holding.
Oak Hill Wealth Advisors first reported a position in Salesforce in Q2 2023 and has held it in 7 quarters since.
Oak Hill Wealth Advisors's Salesforce position peaked at $322K in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.