Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$515,254
-$153,957 QoQ
Shares Held
3,289
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,555
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Oxler Private Wealth LLC holds $1,210,520 across 2 Software - Application names. CRM ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
7,998 | $695,266 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,289 | $515,254 |
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,254 | 3,289 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $669,211 | 3,585 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $952,616 | 3,596 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $850,830 | 3,590 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $986,319 | 3,617 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $985,686 | 3,673 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,830,122 | 5,474 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,496,919 | 5,469 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,404,280 | 5,462 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,643,539 | 5,457 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $778,104 | 2,957 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,126,848 | 5,557 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,173,971 | 5,557 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,110,177 | 5,557 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $738,128 | 5,567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $800,750 | 5,567 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,248,857 | 7,567 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,606,625 | 7,567 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,923,001 | 7,567 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,061,272 | 7,600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,856,452 | 7,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,610,212 | 7,600 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,112,650 | 5,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||