OC
CRM icon

Oakmont Corp’s Salesforce CRM Stock Holding History

Oakmont Corp’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
2021
Q1 		– Sell
-154,196
Closed -$34.3M – 30
2020
Q4 		$34.3M Sell
154,196
-14,945
-9% -$3.63M 3.05% 10
2020
Q3 		$42.5M Sell
169,141
-7,385
-4% -$1.62M 4.41% 10
2020
Q2 		$33.1M Sell
176,526
-205
-0.1% -$34.5K 4.31% 9
2020
Q1 		$25.4M Sell
176,731
-674
-0.4% -$116K 4.69% 9
2019
Q4 		$28.9M Sell
177,405
-24,600
-12% -$3.86M 4.42% 10
2019
Q3 		$30M Hold
202,005
– – 4.63% 10
2019
Q2 		$30.6M Hold
202,005
– – 4.65% 10
2019
Q1 		$32M Buy
202,005
+86
+0% +$13.3K 4.5% 10
2018
Q4 		$27.7M Buy
+201,919
New +$27.8M 4.35% 10

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oakmont Corp's CRM Position: Q1 2021 in Review

Oakmont Corp sold out of Salesforce (CRM) in Q1 2021, closing a stake of 154,196 shares — an estimated $34.3M sold.

Oakmont Corp first reported a position in CRM in Q4 2018 and held it in 9 quarters. The position peaked at $42.5M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Oakmont Corp reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Oakmont Corp sold 154,196 Salesforce shares in Q1 2021, an estimated $34.3M.
  • Oakmont Corp first reported a position in Salesforce in Q4 2018 and held it in 9 quarters.
  • Oakmont Corp's Salesforce position peaked at $42.5M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Oakmont Corp's 13F filing for Q1 2021, filed 13 May 2021.