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Oliver Luxxe Assets’s Salesforce CRM Stock Holding History

Oliver Luxxe Assets’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
2026
Q2 		– Sell
-31,633
Closed -$5.9M – 202
2026
Q1 		$5.9M Buy
+31,633
New +$6.55M 0.88% 39
2019
Q1 		– Sell
-6,088
Closed -$834K – 115
2018
Q4 		$834K Buy
6,088
+320
+6% +$44K 0.56% 58
2018
Q3 		$894K Sell
5,768
-5,170
-47% -$767K 0.51% 61
2018
Q2 		$1.27M Hold
10,938
– – 0.81% 41
2018
Q1 		$1.27M Sell
10,938
-410
-4% -$47.1K 0.79% 42
2017
Q4 		$1.16M Buy
11,348
+1,554
+16% +$158K 0.7% 43
2017
Q3 		$915K Buy
9,794
+107
+1% +$9.84K 0.58% 48
2017
Q2 		$839K Buy
9,687
+361
+4% +$31.4K 0.55% 51
2017
Q1 		$769K Buy
9,326
+737
+9% +$58.9K 0.51% 55
2016
Q4 		$588K Buy
+8,589
New +$623K 0.41% 63

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oliver Luxxe Assets's CRM Position: Q2 2026 in Review

Oliver Luxxe Assets sold out of Salesforce (CRM) in Q2 2026, closing a stake of 31,633 shares — an estimated $5.9M sold.

Oliver Luxxe Assets first reported a position in CRM in Q4 2016 and held it in 10 quarters. The position peaked at $5.9M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Oliver Luxxe Assets reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Oliver Luxxe Assets sold 31,633 Salesforce shares in Q2 2026, an estimated $5.9M.
  • Oliver Luxxe Assets first reported a position in Salesforce in Q4 2016 and held it in 10 quarters.
  • Oliver Luxxe Assets's Salesforce position peaked at $5.9M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.