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Oxford Financial Group’s Salesforce CRM Stock Holding History

Oxford Financial Group’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 		$493K Buy
3,149
+12
+0.4% +$2.11K 0.03% 164
2026
Q1 		$586K Buy
3,137
+1,698
+118% +$352K 0.03% 149
2025
Q4 		$381K Sell
1,439
-525
-27% -$130K 0.02% 170
2025
Q3 		$466K Buy
1,964
+306
+18% +$77.2K 0.03% 147
2025
Q2 		$452K Sell
1,658
-145
-8% -$38.8K 0.03% 141
2025
Q1 		$484K Buy
1,803
+71
+4% +$22.1K 0.03% 136
2024
Q4 		$579K Sell
1,732
-71
-4% -$22.7K 0.04% 127
2024
Q3 		$494K Sell
1,803
-537
-23% -$138K 0.03% 144
2024
Q2 		$602K Buy
2,340
+1,095
+88% +$293K 0.04% 131
2024
Q1 		$375K Buy
1,245
+103
+9% +$29.7K 0.03% 161
2023
Q4 		$301K Buy
1,142
+76
+7% +$17.2K 0.02% 183
2023
Q3 		$216K Sell
1,066
-539
-34% -$116K 0.02% 207
2023
Q2 		$339K Buy
1,605
+499
+45% +$102K 0.03% 165
2023
Q1 		$221K Buy
+1,106
New +$187K 0.02% 179
2022
Q2 		– Sell
-1,061
Closed -$225K – 273
2022
Q1 		$225K Sell
1,061
-2,220
-68% -$478K 0.03% 177
2021
Q4 		$834K Buy
3,281
+137
+4% +$38.5K 0.09% 92
2021
Q3 		$853K Sell
3,144
-432
-12% -$110K 0.11% 80
2021
Q2 		$874K Buy
3,576
+224
+7% +$51.6K 0.12% 84
2021
Q1 		$710K Sell
3,352
-12
-0.4% -$2.67K 0.1% 90
2020
Q4 		$749K Sell
3,364
-15
-0.4% -$3.65K 0.11% 81
2020
Q3 		$849K Hold
3,379
– – 0.14% 67
2020
Q2 		$633K Hold
3,379
– – 0.11% 81
2020
Q1 		$487K Buy
+3,379
New +$579K 0.1% 87

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

Oxford Financial Group's CRM Position: Q2 2026 in Review

Oxford Financial Group increased its Salesforce (CRM) stake by 0.38% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,149 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #164.

Oxford Financial Group first reported a position in CRM in Q1 2020 and has held it in 23 quarters since. The position peaked at $874K in Q2 2021. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Oxford Financial Group held 3,149 shares of Salesforce worth $493K as of Q2 2026.
  • Oxford Financial Group bought 12 Salesforce shares in Q2 2026, an estimated $2.11K.
  • Salesforce made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #164 holding.
  • Oxford Financial Group first reported a position in Salesforce in Q1 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's Salesforce position peaked at $874K in Q2 2021.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.