One Wealth Advisors’s Salesforce CRM Stock Holding History

One Wealth Advisors’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	$279K	Buy	+1,780	New	+$313K	0.03%	272
2025 Q1	–	Sell	-1,786	Closed	-$597K	–	290
2024 Q4	$597K	Buy	1,786 +56	+3%	+$17.9K	0.09%	110
2024 Q3	$474K	Buy	1,730 +6	+0.3%	+$1.54K	0.07%	138
2024 Q2	$435K	Sell	1,724 -41	-2%	-$11K	0.09%	122
2024 Q1	$532K	Buy	+1,765	New	+$509K	0.09%	119
2019 Q2	–	Sell	-5	Closed	-$1K	–	190
2019 Q1	$1K	Buy	+5	New	+$775	﹤0.01%	525
2018 Q4	–	Sell	-5	Closed	-$1K	–	182
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	540
2018 Q2	$1K	Buy	+5	New	+$638	﹤0.01%	532

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

One Wealth Advisors's CRM Position: Q2 2026 in Review

One Wealth Advisors opened a new position in Salesforce (CRM) in Q2 2026: 1,780 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in CRM as recently as Q4 2024.

One Wealth Advisors first reported a position in CRM in Q2 2018 and has held it in 8 quarters since. The position peaked at $597K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

One Wealth Advisors held 1,780 shares of Salesforce worth $279K as of Q2 2026.
Salesforce was a new One Wealth Advisors position in Q2 2026.
Salesforce made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #272 holding.
One Wealth Advisors first reported a position in Salesforce in Q2 2018 and has held it in 8 quarters since.
One Wealth Advisors's Salesforce position peaked at $597K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.