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OMC Financial Services’s Salesforce CRM Stock Holding History

OMC Financial 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 		$1.56M Sell
9,935
-626
-6% -$110K 0.52% 34
2026
Q1 		$1.97M Sell
10,561
-62
-0.6% -$12.8K 0.76% 33
2025
Q4 		$2.81M Sell
10,623
-592
-5% -$147K 1.05% 24
2025
Q3 		$2.66M Sell
11,215
-2
-0% -$504 0.99% 26
2025
Q2 		$3.06M Sell
11,217
-112
-1% -$29.9K 1.25% 21
2025
Q1 		$3.04M Sell
11,329
-61
-0.5% -$19K 1.36% 16
2024
Q4 		$3.81M Buy
11,390
+31
+0.3% +$9.89K 1.62% 15
2024
Q3 		$2.92M Hold
11,359
– – 1.38% 16
2024
Q2 		$2.92M Buy
11,359
+21
+0.2% +$5.62K 1.38% 16
2024
Q1 		$3.42M Buy
+11,338
New +$3.27M 1.74% 17

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

OMC Financial Services's CRM Position: Q2 2026 in Review

OMC Financial Services reduced its Salesforce (CRM) stake by 5.9% in Q2 2026, selling an estimated $110K and leaving 9,935 shares worth $1.56M. The position accounts for 0.52% of the portfolio, ranked #34.

OMC Financial Services first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.81M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • OMC Financial Services held 9,935 shares of Salesforce worth $1.56M as of Q2 2026.
  • OMC Financial Services sold 626 Salesforce shares in Q2 2026, an estimated $110K.
  • Salesforce made up 0.52% of OMC Financial Services's portfolio in Q2 2026, its #34 holding.
  • OMC Financial Services first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • OMC Financial Services's Salesforce position peaked at $3.81M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.