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Oxford Wealth Group’s Salesforce CRM Stock Holding History

Oxford Wealth 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 		$363K Sell
2,314
-115
-5% -$20.2K 0.16% 73
2026
Q1 		$453K Sell
2,429
-517
-18% -$107K 0.25% 59
2025
Q4 		$780K Buy
+2,946
New +$732K 0.38% 46
2024
Q4 		$1.05M Sell
3,149
-130
-4% -$41.5K 0.68% 33
2024
Q3 		$898K Sell
3,279
-1,040
-24% -$266K 0.73% 38
2024
Q2 		$1.11M Buy
4,319
+1,605
+59% +$429K 0.76% 35
2024
Q1 		$817K Buy
+2,714
New +$783K 0.74% 35

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 Wealth Group's CRM Position: Q2 2026 in Review

Oxford Wealth Group reduced its Salesforce (CRM) stake by 4.7% in Q2 2026, selling an estimated $20.2K and leaving 2,314 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #73.

Oxford Wealth Group first reported a position in CRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2024. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Oxford Wealth Group held 2,314 shares of Salesforce worth $363K as of Q2 2026.
  • Oxford Wealth Group sold 115 Salesforce shares in Q2 2026, an estimated $20.2K.
  • Salesforce made up 0.16% of Oxford Wealth Group's portfolio in Q2 2026, its #73 holding.
  • Oxford Wealth Group first reported a position in Salesforce in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Salesforce position peaked at $1.11M in Q2 2024.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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