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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
2021
Q2 		– Sell
-100
Closed -$21K – 227
2021
Q1 		$21K Hold
100
– – ﹤0.01% 200
2020
Q4 		$22K Buy
+100
New +$24.3K ﹤0.01% 195

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.