One Wealth Capital Management’s Salesforce CRM Stock Holding History

One Wealth Capital Management’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	$1.09M	Buy	6,972 +3,742	+116%	+$658K	0.31%	49
2026 Q1	$586K	Buy	3,230 +1,353	+72%	+$280K	0.26%	49
2025 Q4	$497K	Buy	1,877 +716	+62%	+$178K	0.21%	62
2025 Q3	$275K	Buy	1,161 +181	+18%	+$45.6K	0.12%	94
2025 Q2	$267K	Sell	980 -59	-6%	-$15.8K	0.13%	86
2025 Q1	$279K	Buy	1,039 +285	+38%	+$88.6K	0.15%	80
2024 Q4	$252K	Buy	+754	New	+$241K	0.13%	86

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

One Wealth Capital Management's CRM Position: Q2 2026 in Review

One Wealth Capital Management increased its Salesforce (CRM) stake by 116% in Q2 2026, buying an estimated $658K and bringing the position to 6,972 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #49.

One Wealth Capital Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

One Wealth Capital Management held 6,972 shares of Salesforce worth $1.09M as of Q2 2026.
One Wealth Capital Management bought 3,742 Salesforce shares in Q2 2026, an estimated $658K.
Salesforce made up 0.31% of One Wealth Capital Management's portfolio in Q2 2026, its #49 holding.
One Wealth Capital Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.