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Oxbow Advisors’s Salesforce CRM Stock Holding History

Oxbow Advisors’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
2022
Q1 		– Sell
-50,344
Closed -$12.8M – 269
2021
Q4 		$12.8M Buy
50,344
+1,340
+3% +$377K 1.22% 25
2021
Q3 		$13.3M Buy
+49,004
New +$12.4M 1.35% 23
2021
Q1 		– Sell
-1,606
Closed -$357K – 293
2020
Q4 		$357K Buy
1,606
+620
+63% +$151K 0.05% 205
2020
Q3 		$248K Buy
+986
New +$216K 0.03% 229

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Oxbow Advisors's CRM Position: Q1 2022 in Review

Oxbow Advisors sold out of Salesforce (CRM) in Q1 2022, closing a stake of 50,344 shares — an estimated $12.8M sold.

Oxbow Advisors first reported a position in CRM in Q3 2020 and held it in 4 quarters. The position peaked at $13.3M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Oxbow Advisors reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Oxbow Advisors sold 50,344 Salesforce shares in Q1 2022, an estimated $12.8M.
  • Oxbow Advisors first reported a position in Salesforce in Q3 2020 and held it in 4 quarters.
  • Oxbow Advisors's Salesforce position peaked at $13.3M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Oxbow Advisors's 13F filing for Q1 2022, filed 9 May 2022.