Oakmont Advisory Group’s Salesforce CRM Stock Holding History

Oakmont Advisory Group’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	$6.3K	Buy	+40	New	+$7.03K	0.01%	340

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

Oakmont Advisory Group's CRM Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Salesforce (CRM) in Q2 2026: 40 shares worth $6.3K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Oakmont Advisory Group held 40 shares of Salesforce worth $6.3K as of Q2 2026.
Salesforce was a new Oakmont Advisory Group position in Q2 2026.
Salesforce made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #340 holding.
2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.