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Okabena Investment Services’s Salesforce CRM Stock Holding History

Okabena Investment Services’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 		$1.1M Sell
7,018
-73
-1% -$12.8K 0.2% 71
2026
Q1 		$1.32M Buy
7,091
+482
+7% +$99.9K 0.26% 60
2025
Q4 		$1.75M Sell
6,609
-182
-3% -$45.2K 0.33% 51
2025
Q3 		$1.61M Buy
6,791
+1,718
+34% +$433K 0.31% 52
2025
Q2 		$1.38M Sell
5,073
-1,032
-17% -$276K 0.31% 55
2025
Q1 		$1.64M Sell
6,105
-1,908
-24% -$593K 0.41% 48
2024
Q4 		$2.68M Buy
8,013
+994
+14% +$317K 0.74% 25
2024
Q3 		$1.92M Sell
7,019
-34
-0.5% -$8.71K 0.54% 38
2024
Q2 		$1.81M Sell
7,053
-1,503
-18% -$402K 0.58% 35
2024
Q1 		$2.58M Buy
8,556
+462
+6% +$133K 0.86% 28
2023
Q4 		$2.13M Buy
8,094
+3,248
+67% +$735K 0.83% 33
2023
Q3 		$983K Sell
4,846
-308
-6% -$66.5K 0.76% 35
2023
Q2 		$1.09M Buy
+5,154
New +$1.05M 0.8% 33
2022
Q4 		– Sell
-2,560
Closed -$368K – 221
2022
Q3 		$368K Buy
2,560
+1,166
+84% +$198K 0.18% 85
2022
Q2 		$230K Hold
1,394
– – 0.12% 87
2022
Q1 		$296K Hold
1,394
– – 0.13% 91
2021
Q4 		$354K Hold
1,394
– – 0.13% 90
2021
Q3 		$378K Hold
1,394
– – 0.2% 71
2021
Q2 		$341K Buy
+1,394
New +$321K 0.16% 70
2020
Q2 		– Sell
-4,660
Closed -$671K – 76
2020
Q1 		$671K Sell
4,660
-3,269
-41% -$560K 0.76% 47
2019
Q4 		$1.29M Buy
+7,929
New +$1.24M 1.2% 33

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Okabena Investment Services's CRM Position: Q2 2026 in Review

Okabena Investment Services reduced its Salesforce (CRM) stake by 1% in Q2 2026, selling an estimated $12.8K and leaving 7,018 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #71.

Okabena Investment Services first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.68M in Q4 2024. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Okabena Investment Services held 7,018 shares of Salesforce worth $1.1M as of Q2 2026.
  • Okabena Investment Services sold 73 Salesforce shares in Q2 2026, an estimated $12.8K.
  • Salesforce made up 0.2% of Okabena Investment Services's portfolio in Q2 2026, its #71 holding.
  • Okabena Investment Services first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
  • Okabena Investment Services's Salesforce position peaked at $2.68M in Q4 2024.
  • 1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.