Oakworth Capital’s Salesforce CRM Stock Holding History

Oakworth Capital’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	$141K	Buy	886 +155	+21%	+$27.3K	0.01%	314
2026 Q1	$136K	Sell	731 -30	-4%	-$6.22K	0.01%	308
2025 Q4	$202K	Buy	761 +139	+22%	+$34.5K	0.01%	246
2025 Q3	$147K	Buy	622 +102	+20%	+$25.7K	0.01%	277
2025 Q2	$142K	Buy	520 +56	+12%	+$15K	0.01%	247
2025 Q1	$125K	Buy	464 +23	+5%	+$7.15K	0.01%	260
2024 Q4	$147K	Buy	441 +250	+131%	+$79.8K	0.01%	244
2024 Q3	$52.3K	Sell	191 -24	-11%	-$6.15K	﹤0.01%	342
2024 Q2	$55.3K	Buy	215 +100	+87%	+$26.8K	﹤0.01%	329
2024 Q1	$34.6K	Hold	115	–	–	﹤0.01%	361
2023 Q4	$30.3K	Sell	115 -31	-21%	-$7.02K	﹤0.01%	379
2023 Q3	$29.6K	Sell	146 -48	-25%	-$10.4K	﹤0.01%	353
2023 Q2	$41K	Sell	194 -1,010	-84%	-$206K	﹤0.01%	328
2023 Q1	$241K	Hold	1,204	–	–	0.02%	150
2022 Q4	$160K	Sell	1,204 -1	-0.1%	-$146	0.02%	182
2022 Q3	$173K	Buy	1,205 +66	+6%	+$11.2K	0.02%	169
2022 Q2	$188K	Sell	1,139 -983	-46%	-$174K	0.02%	167
2022 Q1	$451K	Buy	2,122 +105	+5%	+$22.6K	0.04%	114
2021 Q4	$513K	Buy	2,017 +530	+36%	+$149K	0.04%	106
2021 Q3	$403K	Buy	1,487 +21	+1%	+$5.33K	0.04%	117
2021 Q2	$358K	Buy	1,466 +43	+3%	+$9.91K	0.04%	131
2021 Q1	$301K	Sell	1,423 -45	-3%	-$10K	0.03%	140
2020 Q4	$327K	Hold	1,468	–	–	0.04%	126
2020 Q3	$369K	Buy	1,468 +29	+2%	+$6.35K	0.06%	104
2020 Q2	$270K	Buy	1,439 +16	+1%	+$2.7K	0.05%	122
2020 Q1	$205K	Buy	1,423 +799	+128%	+$137K	0.05%	129
2019 Q4	$111K	Buy	624 +547	+710%	+$85.7K	0.02%	210
2019 Q3	$11K	Sell	77 -598	-89%	-$90.9K	﹤0.01%	435
2019 Q2	$103K	Buy	675 +208	+45%	+$32.6K	0.02%	230
2019 Q1	$74K	Buy	467 +390	+506%	+$60.4K	0.02%	258
2018 Q4	$11K	Hold	77	–	–	﹤0.01%	427
2018 Q3	$12K	Hold	77	–	–	﹤0.01%	444
2018 Q2	$11K	Hold	77	–	–	﹤0.01%	457
2018 Q1	$9K	Buy	77 +53	+221%	+$6.09K	﹤0.01%	451
2017 Q4	$3K	Hold	24	–	–	﹤0.01%	543
2017 Q3	$2K	Hold	24	–	–	﹤0.01%	578
2017 Q2	$2K	Hold	24	–	–	﹤0.01%	571
2017 Q1	$2K	Hold	24	–	–	﹤0.01%	576
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	582
2016 Q3	$2K	Hold	24	–	–	﹤0.01%	553
2016 Q2	$2K	Hold	24	–	–	﹤0.01%	536
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	491
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	471
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	393
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	401
2015 Q1	$2K	Hold	24	–	–	﹤0.01%	409
2014 Q4	$1K	Hold	24	–	–	﹤0.01%	440
2014 Q3	$1K	Hold	24	–	–	﹤0.01%	411
2014 Q2	$1K	Hold	24	–	–	﹤0.01%	412
2014 Q1	$1K	Hold	24	–	–	﹤0.01%	412
2013 Q4	$1K	Buy	+24	New	+$1.28K	﹤0.01%	403

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oakworth Capital's CRM Position: Q2 2026 in Review

Oakworth Capital increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $27.3K and bringing the position to 886 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #314.

Oakworth Capital first reported a position in CRM in Q4 2013 and has held it in 51 quarters since. The position peaked at $513K in Q4 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Oakworth Capital held 886 shares of Salesforce worth $141K as of Q2 2026.
Oakworth Capital bought 155 Salesforce shares in Q2 2026, an estimated $27.3K.
Salesforce made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #314 holding.
Oakworth Capital first reported a position in Salesforce in Q4 2013 and has held it in 51 quarters since.
Oakworth Capital's Salesforce position peaked at $513K in Q4 2021.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.