One Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.4M | Hold |
82,679
| – | – | 0.43% | 53 |
|
|
2026
Q1 | $15.4M | Buy |
82,679
+11,128
| +16% | +$2.31M | 0.42% | 55 |
|
|
2025
Q4 | $19M | Buy |
71,551
+3,571
| +5% | +$887K | 0.57% | 37 |
|
|
2025
Q3 | $16.1M | Buy |
67,980
+5,531
| +9% | +$1.39M | 0.51% | 44 |
|
|
2025
Q2 | $17M | Buy |
62,449
+6,198
| +11% | +$1.66M | 0.59% | 38 |
|
|
2025
Q1 | $15.1M | Buy |
56,251
+1,817
| +3% | +$565K | 0.51% | 49 |
|
|
2024
Q4 | $18.2M | Sell |
54,434
-4,323
| -7% | -$1.38M | 0.6% | 43 |
|
|
2024
Q3 | $16.1M | Buy |
58,757
+4,656
| +9% | +$1.19M | 0.51% | 47 |
|
|
2024
Q2 | $13.9M | Buy |
54,101
+6,181
| +13% | +$1.65M | 0.47% | 47 |
|
|
2024
Q1 | $14.4M | Sell |
47,920
-2,105
| -4% | -$607K | 0.52% | 49 |
|
|
2023
Q4 | $13.2M | Sell |
50,025
-1,497
| -3% | -$339K | 0.52% | 51 |
|
|
2023
Q3 | $10.4M | Buy |
51,522
+819
| +2% | +$177K | 0.46% | 50 |
|
|
2023
Q2 | $10.7M | Sell |
50,703
-1,943
| -4% | -$397K | 0.48% | 50 |
|
|
2023
Q1 | $10.5M | Buy |
52,646
+720
| +1% | +$122K | 0.52% | 53 |
|
|
2022
Q4 | $6.88M | Buy |
51,926
+48,123
| +1,265% | +$7.02M | 0.37% | 76 |
|
|
2022
Q3 | $547K | Buy |
3,803
+110
| +3% | +$18.7K | 0.03% | 201 |
|
|
2022
Q2 | $609K | Buy |
3,693
+388
| +12% | +$68.6K | 0.04% | 200 |
|
|
2022
Q1 | $701K | Sell |
3,305
-610
| -16% | -$131K | 0.04% | 197 |
|
|
2021
Q4 | $994K | Buy |
3,915
+1,208
| +45% | +$339K | 0.08% | 137 |
|
|
2021
Q3 | $734K | Sell |
2,707
-186
| -6% | -$47.2K | 0.06% | 136 |
|
|
2021
Q2 | $706K | Buy |
2,893
+422
| +17% | +$97.3K | 0.06% | 138 |
|
|
2021
Q1 | $523K | Buy |
2,471
+105
| +4% | +$23.4K | 0.06% | 125 |
|
|
2020
Q4 | $527K | Buy |
2,366
+627
| +36% | +$152K | 0.06% | 125 |
|
|
2020
Q3 | $437K | Buy |
1,739
+174
| +11% | +$38.1K | 0.06% | 126 |
|
|
2020
Q2 | $293K | Sell |
1,565
-1,970
| -56% | -$332K | 0.04% | 153 |
|
|
2020
Q1 | $509K | Buy |
3,535
+2,175
| +160% | +$373K | 0.09% | 129 |
|
|
2019
Q4 | $221K | Hold |
1,360
| – | – | 0.03% | 156 |
|
|
2019
Q3 | $202K | Buy |
1,360
+30
| +2% | +$4.56K | 0.03% | 167 |
|
|
2019
Q2 | $202K | Hold |
1,330
| – | – | 0.03% | 168 |
|
|
2019
Q1 | $211K | Buy |
+1,330
| New | +$206K | 0.04% | 164 |
|
|
2018
Q4 | – | Sell |
-1,330
| Closed | -$212K | – | 167 |
|
|
2018
Q3 | $212K | Buy |
+1,330
| New | +$197K | 0.04% | 163 |
|
Other funds holding CRM
One Capital Management's CRM Position: Q2 2026 in Review
One Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 82,679 shares worth $15.4M. The position accounts for 0.43% of the portfolio, ranked #53.
One Capital Management first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $19M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- One Capital Management held 82,679 shares of Salesforce worth $15.4M as of Q2 2026.
- One Capital Management left its Salesforce share count unchanged in Q2 2026.
- Salesforce made up 0.43% of One Capital Management's portfolio in Q2 2026, its #53 holding.
- One Capital Management first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
- One Capital Management's Salesforce position peaked at $19M in Q4 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.