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Oxinas Partners Wealth Management’s Salesforce CRM Stock Holding History

Oxinas Partners Wealth Management’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
2022
Q1 		– Sell
-1,941
Closed -$493K – 122
2021
Q4 		$493K Sell
1,941
-139
-7% -$39.1K 0.28% 89
2021
Q3 		$564K Sell
2,080
-528
-20% -$134K 0.33% 76
2021
Q2 		$637K Buy
2,608
+250
+11% +$57.6K 0.36% 70
2021
Q1 		$500K Sell
2,358
-136
-5% -$30.3K 0.32% 83
2020
Q4 		$555K Buy
+2,494
New +$607K 0.41% 62

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Oxinas Partners Wealth Management's CRM Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of Salesforce (CRM) in Q1 2022, closing a stake of 1,941 shares — an estimated $493K sold.

Oxinas Partners Wealth Management first reported a position in CRM in Q4 2020 and held it in 5 quarters. The position peaked at $637K in Q2 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Oxinas Partners Wealth Management reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 1,941 Salesforce shares in Q1 2022, an estimated $493K.
  • Oxinas Partners Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 5 quarters.
  • Oxinas Partners Wealth Management's Salesforce position peaked at $637K in Q2 2021.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.