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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 $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.