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Occidental Asset Management’s Salesforce CRM Stock Holding History

Occidental Asset Management’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 		$5.01M Buy
31,961
+2,878
+10% +$506K 0.5% 56
2026
Q1 		$5.43M Buy
29,083
+1,891
+7% +$392K 0.64% 49
2025
Q4 		$7.2M Buy
27,192
+1,484
+6% +$369K 0.87% 30
2025
Q3 		$6.09M Buy
25,708
+11,462
+80% +$2.89M 0.76% 33
2025
Q2 		$3.88M Buy
14,246
+2,395
+20% +$640K 0.54% 58
2025
Q1 		$3.18M Buy
11,851
+691
+6% +$215K 0.48% 63
2024
Q4 		$3.73M Buy
11,160
+6,638
+147% +$2.12M 0.58% 48
2024
Q3 		$1.24M Sell
4,522
-435
-9% -$111K 0.2% 104
2024
Q2 		$1.27M Buy
4,957
+453
+10% +$121K 0.22% 100
2024
Q1 		$1.36M Sell
4,504
-353
-7% -$102K 0.25% 92
2023
Q4 		$1.28M Buy
4,857
+4
+0.1% +$905 0.27% 96
2023
Q3 		$984K Sell
4,853
-1,600
-25% -$346K 0.23% 106
2023
Q2 		$1.36M Hold
6,453
– – 0.31% 92
2023
Q1 		$1.29M Buy
6,453
+856
+15% +$145K 0.32% 86
2022
Q4 		$742K Buy
5,597
+1,740
+45% +$254K 0.2% 113
2022
Q3 		$555K Sell
3,857
-406
-10% -$68.8K 0.17% 113
2022
Q2 		$704K Buy
4,263
+90
+2% +$15.9K 0.21% 111
2022
Q1 		$886K Buy
4,173
+138
+3% +$29.7K 0.23% 102
2021
Q4 		$1.02M Buy
4,035
+1,165
+41% +$327K 0.24% 106
2021
Q3 		$778K Buy
2,870
+812
+39% +$206K 0.2% 117
2021
Q2 		$503K Hold
2,058
– – 0.13% 142
2021
Q1 		$436K Buy
2,058
+4
+0.2% +$890 0.13% 142
2020
Q4 		$457K Buy
2,054
+45
+2% +$10.9K 0.15% 122
2020
Q3 		$505K Hold
2,009
– – 0.21% 96
2020
Q2 		$376K Sell
2,009
-427
-18% -$71.9K 0.17% 109
2020
Q1 		$351K Hold
2,436
– – 0.18% 107
2019
Q4 		$396K Sell
2,436
-2,822
-54% -$442K 0.16% 120
2019
Q3 		$780K Buy
+5,258
New +$799K 0.33% 75

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Occidental Asset Management's CRM Position: Q2 2026 in Review

Occidental Asset Management increased its Salesforce (CRM) stake by 9.9% in Q2 2026, buying an estimated $506K and bringing the position to 31,961 shares worth $5.01M. The position accounts for 0.5% of the portfolio, ranked #56.

Occidental Asset Management first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.2M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Occidental Asset Management held 31,961 shares of Salesforce worth $5.01M as of Q2 2026.
  • Occidental Asset Management bought 2,878 Salesforce shares in Q2 2026, an estimated $506K.
  • Salesforce made up 0.5% of Occidental Asset Management's portfolio in Q2 2026, its #56 holding.
  • Occidental Asset Management first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Occidental Asset Management's Salesforce position peaked at $7.2M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.