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Oak Ridge Investments’s Salesforce CRM Stock Holding History

Oak Ridge Investments’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 		– Sell
-1,960
Closed -$534K – 182
2025
Q2 		$534K Sell
1,960
-2
-0.1% -$535 0.04% 144
2025
Q1 		$527K Sell
1,962
-82
-4% -$25.5K 0.04% 139
2024
Q4 		$683K Buy
+2,044
New +$652K 0.05% 134
2022
Q1 		– Sell
-4,252
Closed -$1.08M – 160
2021
Q4 		$1.08M Sell
4,252
-35,872
-89% -$10.1M 0.09% 133
2021
Q3 		$10.9M Sell
40,124
-904
-2% -$230K 0.96% 28
2021
Q2 		$10M Sell
41,028
-783
-2% -$180K 0.88% 32
2021
Q1 		$8.86M Buy
41,811
+218
+0.5% +$48.5K 0.82% 35
2020
Q4 		$9.26M Sell
41,593
-16,531
-28% -$4.02M 0.82% 36
2020
Q3 		$14.6M Sell
58,124
-1,152
-2% -$252K 1.14% 20
2020
Q2 		$11.1M Sell
59,276
-1,112
-2% -$187K 0.93% 33
2020
Q1 		$8.69M Sell
60,388
-5,340
-8% -$916K 0.89% 38
2019
Q4 		$10.7M Sell
65,728
-2,976
-4% -$467K 0.78% 48
2019
Q3 		$10.2M Sell
68,704
-2,738
-4% -$416K 0.77% 55
2019
Q2 		$10.8M Sell
71,442
-5,206
-7% -$816K 0.75% 57
2019
Q1 		$12.1M Sell
76,648
-1,532
-2% -$237K 0.77% 50
2018
Q4 		$10.7M Sell
78,180
-1,426
-2% -$196K 0.77% 46
2018
Q3 		$12.7M Sell
79,606
-4,522
-5% -$671K 0.7% 57
2018
Q2 		$11.5M Sell
84,128
-2,534
-3% -$323K 0.65% 62
2018
Q1 		$10.1M Sell
86,662
-11,337
-12% -$1.3M 0.56% 74
2017
Q4 		$10M Sell
97,999
-4,182
-4% -$426K 0.48% 83
2017
Q3 		$9.55M Buy
102,181
+85,465
+511% +$7.86M 0.39% 89
2017
Q2 		$1.45M Buy
16,716
+1,263
+8% +$110K 0.05% 135
2017
Q1 		$1.27M Sell
15,453
-768
-5% -$61.4K 0.04% 132
2016
Q4 		$1.11M Buy
+16,221
New +$1.18M 0.04% 131

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 Ridge Investments's CRM Position: Q3 2025 in Review

Oak Ridge Investments sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,960 shares — an estimated $534K sold.

Oak Ridge Investments first reported a position in CRM in Q4 2016 and held it in 24 quarters. The position peaked at $14.6M in Q3 2020. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Oak Ridge Investments reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 1,960 Salesforce shares in Q3 2025, an estimated $534K.
  • Oak Ridge Investments first reported a position in Salesforce in Q4 2016 and held it in 24 quarters.
  • Oak Ridge Investments's Salesforce position peaked at $14.6M in Q3 2020.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Oak Ridge Investments's 13F filing for Q3 2025, filed 29 Oct 2025.