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Oakwood Capital Management’s Salesforce CRM Stock Holding History

Oakwood Capital Management’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
-1,005
Closed -$224K – 59
2020
Q4 		$224K Sell
1,005
-22,696
-96% -$5.52M 0.07% 61
2020
Q3 		$5.96M Sell
23,701
-333
-1% -$72.9K 2.2% 15
2020
Q2 		$4.5M Buy
24,034
+717
+3% +$121K 1.87% 22
2020
Q1 		$3.36M Buy
23,317
+392
+2% +$67.2K 1.77% 28
2019
Q4 		$3.73M Sell
22,925
-350
-2% -$54.9K 1.55% 32
2019
Q3 		$3.46M Buy
+23,275
New +$3.54M 1.53% 32

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

Oakwood Capital Management's CRM Position: Q1 2021 in Review

Oakwood Capital Management sold out of Salesforce (CRM) in Q1 2021, closing a stake of 1,005 shares — an estimated $224K sold.

Oakwood Capital Management first reported a position in CRM in Q3 2019 and held it in 6 quarters. The position peaked at $5.96M in Q3 2020. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Oakwood Capital Management reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • Oakwood Capital Management sold 1,005 Salesforce shares in Q1 2021, an estimated $224K.
  • Oakwood Capital Management first reported a position in Salesforce in Q3 2019 and held it in 6 quarters.
  • Oakwood Capital Management's Salesforce position peaked at $5.96M in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Oakwood Capital Management's 13F filing for Q1 2021, filed 30 Apr 2021.