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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oxford Financial Group's CRM Position: Q1 2026 in Review

Oxford Financial Group increased its Salesforce (CRM) stake by 118% in Q1 2026, buying an estimated $352K and bringing the position to 3,137 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #149.

Oxford Financial Group first reported a position in CRM in Q1 2020 and has held it in 22 quarters since. The position peaked at $874K in Q2 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Oxford Financial Group held 3,137 shares of Salesforce worth $586K as of Q1 2026.
  • Oxford Financial Group bought 1,698 Salesforce shares in Q1 2026, an estimated $352K.
  • Salesforce made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #149 holding.
  • Oxford Financial Group first reported a position in Salesforce in Q1 2020 and has held it in 22 quarters since.
  • Oxford Financial Group's Salesforce position peaked at $874K in Q2 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.