OWA
CRM icon

Octavia Wealth Advisors’s Salesforce CRM Stock Holding History

Octavia Wealth Advisors’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 		$264K Sell
1,681
-1,823
-52% -$321K 0.02% 188
2026
Q1 		$654K Sell
3,504
-494
-12% -$102K 0.06% 107
2025
Q4 		$1.06M Sell
3,998
-186
-4% -$46.2K 0.1% 76
2025
Q3 		$993K Buy
4,184
+38
+0.9% +$9.58K 0.1% 81
2025
Q2 		$1.13M Sell
4,146
-20
-0.5% -$5.35K 0.13% 67
2025
Q1 		$1.12M Buy
4,166
+27
+0.7% +$8.4K 0.14% 66
2024
Q4 		$1.39M Sell
4,139
-57
-1% -$18.2K 0.17% 60
2024
Q3 		$1.15M Buy
4,196
+148
+4% +$37.9K 0.14% 68
2024
Q2 		$1.04M Buy
4,048
+243
+6% +$65K 0.14% 72
2024
Q1 		$1.15M Sell
3,805
-1,066
-22% -$308K 0.17% 69
2023
Q4 		$1.28M Sell
4,871
-99
-2% -$22.4K 0.23% 63
2023
Q3 		$1.01M Buy
4,970
+101
+2% +$21.8K 0.2% 64
2023
Q2 		$1.03M Buy
4,869
+676
+16% +$138K 0.21% 65
2023
Q1 		$838K Buy
4,193
+77
+2% +$13K 0.19% 66
2022
Q4 		$546K Buy
4,116
+15
+0.4% +$2.19K 0.13% 86
2022
Q3 		$590K Buy
4,101
+53
+1% +$8.99K 0.16% 80
2022
Q2 		$670K Buy
4,048
+602
+17% +$106K 0.18% 75
2022
Q1 		$732K Sell
3,446
-223
-6% -$48K 0.16% 76
2021
Q4 		$932K Buy
3,669
+673
+22% +$189K 0.2% 66
2021
Q3 		$812K Sell
2,996
-199
-6% -$50.5K 0.21% 66
2021
Q2 		$780K Buy
3,195
+390
+14% +$89.9K 0.21% 69
2021
Q1 		$594K Buy
+2,805
New +$624K 0.18% 80

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

Octavia Wealth Advisors's CRM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Salesforce (CRM) stake by 52% in Q2 2026, selling an estimated $321K and leaving 1,681 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #188.

Octavia Wealth Advisors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Octavia Wealth Advisors held 1,681 shares of Salesforce worth $264K as of Q2 2026.
  • Octavia Wealth Advisors sold 1,823 Salesforce shares in Q2 2026, an estimated $321K.
  • Salesforce made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Octavia Wealth Advisors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Octavia Wealth Advisors's Salesforce position peaked at $1.39M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.