OXFORD FINANCIAL GROUP, LTD. LLC

Position in CRM — Salesforce, Inc.

CIK 1245862 INDIANAPOLIS, IN

Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$493,322

-$92,261 QoQ

Shares Held

3,149

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,583

of 2,451 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Mar 31, 2021

CallValue

$21,187

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $1,884,917 across 6 Software - Application names. CRM ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,149	$493,322
2	UBER	Uber Technologies, Inc	5,240	$378,118
3	SHOP	Shopify Inc.	2,406	$274,717
4	INTU	Intuit Inc.	983	$256,563
5	PCTY	Paylocity Holding Corp	2,387	$249,513
6	ADP	Automatic Data Processing Inc	1,039	$232,684

All Filings in CRM

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,322	3,149	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$585,583	3,137	+118.0%	Shares	Sole	2026-05-06
2025-12-31	$381,205	1,439	-26.7%	Shares	Sole	2026-02-13
2025-09-30	$465,468	1,964	+18.5%	Shares	Sole	2025-11-13
2025-06-30	$452,120	1,658	-8.0%	Shares	Sole	2025-08-14
2025-03-31	$483,853	1,803	+4.1%	Shares	Sole	2025-05-15
2024-12-31	$579,059	1,732	-3.9%	Shares	Sole	2025-02-11
2024-09-30	$493,499	1,803	-22.9%	Shares	Sole	2024-11-12
2024-06-30	$601,614	2,340	+88.0%	Shares	Sole	2024-08-14
2024-03-31	$374,969	1,245	+9.0%	Shares	Sole	2024-05-13
2023-12-31	$300,505	1,142	+7.1%	Shares	Sole	2024-02-14
2023-09-30	$216,163	1,066	-33.6%	Shares	Sole	2023-11-13
2023-06-30	$339,072	1,605	+45.1%	Shares	Sole	2023-08-10
2023-03-31	$220,956	1,106	+4.2%	Shares	Sole	2023-05-12
2022-03-31	$225,271	1,061	-67.7%	Shares	Sole	2022-05-13
2021-12-31	$833,800	3,281	+4.4%	Shares	Sole	2022-02-10
2021-09-30	$852,715	3,144	-12.1%	Shares	Sole	2021-11-12
2021-06-30	$873,509	3,576	+6.7%	Shares	Sole	2021-08-03
2021-03-31	$710,188	3,352	-0.4%	Shares	Sole	2021-05-10
2021-03-31	$21,187	100	0.0%	Call	Sole	2021-05-10
2020-12-31	$748,590	3,364	-0.4%	Shares	Sole	2021-02-10
2020-12-31	$22,253	100	—	Call	Sole	2021-02-10
2020-09-30	$849,210	3,379	0.0%	Shares	Sole	2020-11-12
2020-06-30	$632,988	3,379	0.0%	Shares	Sole	2020-08-05
2020-03-31	$486,508	3,379	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.