OI
CRM icon

Oakbrook Investments’s Salesforce CRM Stock Holding History

Oakbrook 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
2020
Q1 		– Sell
-7,843
Closed -$1.28M – 181
2019
Q4 		$1.28M Buy
7,843
+1,279
+19% +$200K 0.26% 76
2019
Q3 		$974K Sell
6,564
-42,222
-87% -$6.42M 0.06% 242
2019
Q2 		$7.4M Buy
48,786
+11,850
+32% +$1.86M 0.44% 40
2019
Q1 		$5.85M Sell
36,936
-2,000
-5% -$310K 0.36% 54
2018
Q4 		$5.33M Buy
38,936
+1,600
+4% +$220K 0.36% 51
2018
Q3 		$5.94M Buy
37,336
+34,400
+1,172% +$5.1M 0.33% 53
2018
Q2 		$400K Buy
+2,936
New +$375K 0.03% 396
2017
Q3 		– Sell
-27,050
Closed -$2.34M – 565
2017
Q2 		$2.34M Sell
27,050
-1,250
-4% -$109K 0.16% 116
2017
Q1 		$2.33M Sell
28,300
-300
-1% -$24K 0.15% 118
2016
Q4 		$1.96M Buy
+28,600
New +$2.08M 0.13% 142
2016
Q3 		– Sell
-37,590
Closed -$2.98M – 554
2016
Q2 		$2.98M Sell
37,590
-10,700
-22% -$840K 0.17% 116
2016
Q1 		$3.56M Buy
48,290
+12,150
+34% +$837K 0.23% 86
2015
Q4 		$2.83M Sell
36,140
-2,160
-6% -$169K 0.18% 105
2015
Q3 		$2.66M Buy
38,300
+150
+0.4% +$10.6K 0.17% 120
2015
Q2 		$2.66M Buy
+38,150
New +$2.72M 0.16% 132
2015
Q1 		– Sell
-18,850
Closed -$1.12M – 560
2014
Q4 		$1.12M Buy
+18,850
New +$1.11M 0.06% 276
2014
Q1 		– Sell
-6,700
Closed -$370K – 599
2013
Q4 		$370K Sell
6,700
-5,600
-46% -$300K 0.01% 454
2013
Q3 		$638K Buy
12,300
+4,000
+48% +$182K 0.02% 378
2013
Q2 		$317K Buy
+8,300
New +$343K 0.01% 535

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakbrook Investments's CRM Position: Q1 2020 in Review

Oakbrook Investments sold out of Salesforce (CRM) in Q1 2020, closing a stake of 7,843 shares — an estimated $1.28M sold.

Oakbrook Investments first reported a position in CRM in Q2 2013 and held it in 19 quarters. The position peaked at $7.4M in Q2 2019. 1,621 funds tracked by Wall St. Rank hold CRM as of Q1 2020.

  • Oakbrook Investments reported no remaining Salesforce position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 7,843 Salesforce shares in Q1 2020, an estimated $1.28M.
  • Oakbrook Investments first reported a position in Salesforce in Q2 2013 and held it in 19 quarters.
  • Oakbrook Investments's Salesforce position peaked at $7.4M in Q2 2019.
  • 1,621 funds tracked by Wall St. Rank held Salesforce as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.