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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

One Wealth Advisors's CRM Position: Q1 2025 in Review

One Wealth Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,786 shares — an estimated $597K sold.

One Wealth Advisors first reported a position in CRM in Q2 2018 and held it in 7 quarters. The position peaked at $597K in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

One Wealth Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
One Wealth Advisors sold 1,786 Salesforce shares in Q1 2025, an estimated $597K.
One Wealth Advisors first reported a position in Salesforce in Q2 2018 and held it in 7 quarters.
One Wealth Advisors's Salesforce position peaked at $597K in Q4 2024.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.