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Omnia Family Wealth’s Salesforce CRM Stock Holding History

Omnia Family Wealth’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
Q1 		– Sell
-1,138
Closed -$302K – 98
2025
Q4 		$302K Buy
1,138
+205
+22% +$50.9K 0.09% 75
2025
Q3 		$222K Buy
933
+184
+25% +$46.4K 0.07% 92
2025
Q2 		$205K Sell
749
-396
-35% -$106K 0.07% 97
2025
Q1 		$307K Buy
1,145
+309
+37% +$96.1K 0.13% 58
2024
Q4 		$280K Buy
836
+28
+3% +$8.94K 0.12% 63
2024
Q3 		$222K Buy
+808
New +$207K 0.09% 74
2019
Q2 		– Sell
-39
Closed -$6K – 196
2019
Q1 		$6K Hold
39
– – ﹤0.01% 297
2018
Q4 		$5K Buy
+39
New +$5.37K ﹤0.01% 287
2018
Q1 		– Sell
-100
Closed -$10K – 608
2017
Q4 		$10K Hold
100
– – ﹤0.01% 289
2017
Q3 		$9K Hold
100
– – ﹤0.01% 279
2017
Q2 		$9K Hold
100
– – ﹤0.01% 296
2017
Q1 		$8K Sell
100
-35
-26% -$2.8K ﹤0.01% 311
2016
Q4 		$9K Buy
+135
New +$9.8K ﹤0.01% 299

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Omnia Family Wealth's CRM Position: Q1 2026 in Review

Omnia Family Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,138 shares — an estimated $302K sold.

Omnia Family Wealth first reported a position in CRM in Q4 2016 and held it in 13 quarters. The position peaked at $307K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Omnia Family Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Omnia Family Wealth sold 1,138 Salesforce shares in Q1 2026, an estimated $302K.
  • Omnia Family Wealth first reported a position in Salesforce in Q4 2016 and held it in 13 quarters.
  • Omnia Family Wealth's Salesforce position peaked at $307K in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.