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 Q2	$515K	Sell	3,289 -296	-8%	-$52K	0.15%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oxler Private Wealth's CRM Position: Q2 2026 in Review

Oxler Private Wealth reduced its Salesforce (CRM) stake by 8.3% in Q2 2026, selling an estimated $52K and leaving 3,289 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #61.

Oxler Private Wealth first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Oxler Private Wealth held 3,289 shares of Salesforce worth $515K as of Q2 2026.
Oxler Private Wealth sold 296 Salesforce shares in Q2 2026, an estimated $52K.
Salesforce made up 0.15% of Oxler Private Wealth's portfolio in Q2 2026, its #61 holding.
Oxler Private Wealth first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
Oxler Private Wealth's Salesforce position peaked at $2.06M in Q3 2021.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.