OHWA
CRM icon

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
2024
Q4 		– Sell
-992
Closed -$272K – 166
2024
Q3 		$272K Buy
+992
New +$254K 0.07% 101
2024
Q2 		– Sell
-972
Closed -$293K – 138
2024
Q1 		$293K Buy
+972
New +$280K 0.09% 86

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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.