OFI Invest Asset Management’s Salesforce CRM Stock Holding History

OFI Invest 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	$39.6M	Buy	288,022 +90,350	+46%	+$15.9M	0.4%	54
2026 Q1	$32.2M	Sell	197,672 -28,870	-13%	-$5.98M	0.43%	63
2025 Q4	$51.3M	Sell	226,542 -34,722	-13%	-$8.63M	0.73%	28
2025 Q3	$52.7M	Buy	261,264 +7,053	+3%	+$1.78M	1.11%	17
2025 Q2	$59.1M	Buy	254,211 +9,512	+4%	+$2.54M	1.46%	12
2025 Q1	$60.8M	Buy	244,699 +74,864	+44%	+$23.3M	1.6%	9
2024 Q4	$54.8M	Buy	+169,835	New	+$54.2M	1.3%	17
2024 Q2	$53.1M	Sell	221,179 -30,625	-12%	-$8.19M	1.41%	15
2024 Q1	$70.2M	Buy	251,804 +1,606	+0.6%	+$463K	1.9%	10
2023 Q4	$59.6M	Sell	250,198 -219	-0.1%	-$49.6K	2%	10
2023 Q3	$48M	Buy	250,417 +68,443	+38%	+$14.8M	1.73%	16
2023 Q2	$38.4M	Sell	181,974 -37,089,782	-100%	-$7.57B	1.53%	24
2023 Q1	$187M	Buy	+37,271,756	New	+$6.3B	0.96%	38

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

OFI Invest Asset Management's CRM Position: Q2 2026 in Review

OFI Invest Asset Management increased its Salesforce (CRM) stake by 46% in Q2 2026, buying an estimated $15.9M and bringing the position to 288,022 shares worth $39.6M. The position accounts for 0.4% of the portfolio, ranked #54.

OFI Invest Asset Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $187M in Q1 2023. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

OFI Invest Asset Management held 288,022 shares of Salesforce worth $39.6M as of Q2 2026.
OFI Invest Asset Management bought 90,350 Salesforce shares in Q2 2026, an estimated $15.9M.
Salesforce made up 0.4% of OFI Invest Asset Management's portfolio in Q2 2026, its #54 holding.
OFI Invest Asset Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's Salesforce position peaked at $187M in Q1 2023.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.