Oxler Private Wealth’s Salesforce CRM Stock Holding History

Oxler Private Wealth’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	$669K	Sell	3,585 -11	-0.3%	-$2.28K	0.21%	50
2025 Q4	$953K	Buy	3,596 +6	+0.2%	+$1.49K	0.28%	41
2025 Q3	$851K	Sell	3,590 -27	-0.7%	-$6.81K	0.25%	46
2025 Q2	$986K	Sell	3,617 -56	-2%	-$15K	0.31%	42
2025 Q1	$986K	Sell	3,673 -1,801	-33%	-$560K	0.35%	45
2024 Q4	$1.83M	Buy	5,474 +5	+0.1%	+$1.6K	0.6%	32
2024 Q3	$1.5M	Buy	5,469 +7	+0.1%	+$1.79K	0.52%	34
2024 Q2	$1.4M	Buy	5,462 +5	+0.1%	+$1.34K	0.52%	35
2024 Q1	$1.64M	Buy	5,457 +2,500	+85%	+$721K	0.64%	35
2023 Q4	$778K	Sell	2,957 -2,600	-47%	-$588K	0.65%	29
2023 Q3	$1.13M	Hold	5,557	–	–	0.57%	41
2023 Q2	$1.17M	Hold	5,557	–	–	0.56%	43
2023 Q1	$1.11M	Sell	5,557 -10	-0.2%	-$1.69K	0.55%	46
2022 Q4	$738K	Hold	5,567	–	–	0.4%	58
2022 Q3	$801K	Sell	5,567 -2,000	-26%	-$339K	0.45%	55
2022 Q2	$1.25M	Hold	7,567	–	–	0.6%	43
2022 Q1	$1.61M	Hold	7,567	–	–	0.72%	40
2021 Q4	$1.92M	Sell	7,567 -33	-0.4%	-$9.27K	0.8%	37
2021 Q3	$2.06M	Hold	7,600	–	–	0.91%	30
2021 Q2	$1.86M	Hold	7,600	–	–	0.81%	36
2021 Q1	$1.61M	Buy	7,600 +2,600	+52%	+$579K	0.82%	35
2020 Q4	$1.11M	Buy	+5,000	New	+$1.22M	0.63%	37

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

Oxler Private Wealth's CRM Position: Q1 2026 in Review

Oxler Private Wealth reduced its Salesforce (CRM) stake by 0.31% in Q1 2026, selling an estimated $2.28K and leaving 3,585 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #50.

Oxler Private Wealth first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.06M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Oxler Private Wealth held 3,585 shares of Salesforce worth $669K as of Q1 2026.
Oxler Private Wealth sold 11 Salesforce shares in Q1 2026, an estimated $2.28K.
Salesforce made up 0.21% of Oxler Private Wealth's portfolio in Q1 2026, its #50 holding.
Oxler Private Wealth first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's Salesforce position peaked at $2.06M in Q3 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.