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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Oxford Wealth Group reduced its Salesforce (CRM) stake by 18% in Q1 2026, selling an estimated $107K and leaving 2,429 shares worth $453K. The position accounts for 0.25% of the portfolio, ranked #59.

Oxford Wealth Group first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Oxford Wealth Group held 2,429 shares of Salesforce worth $453K as of Q1 2026.
Oxford Wealth Group sold 517 Salesforce shares in Q1 2026, an estimated $107K.
Salesforce made up 0.25% of Oxford Wealth Group's portfolio in Q1 2026, its #59 holding.
Oxford Wealth Group first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's Salesforce position peaked at $1.11M in Q2 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.