One Wealth Management Investment & Advisory Services’s Salesforce CRM Stock Holding History

One Wealth Management Investment & Advisory Services’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	$246K	Sell	1,568 -108	-6%	-$19K	0.26%	46
2026 Q1	$313K	Buy	1,676 +45	+3%	+$9.32K	0.38%	42
2025 Q4	$432K	Buy	1,631 +94	+6%	+$23.4K	0.47%	35
2025 Q3	$364K	Sell	1,537 -18	-1%	-$4.54K	0.42%	36
2025 Q2	$424K	Sell	1,555 -23	-1%	-$6.15K	0.55%	30
2025 Q1	$423K	Sell	1,578 -12	-0.8%	-$3.73K	0.7%	26
2024 Q4	$532K	Hold	1,590	–	–	0.84%	21
2024 Q3	$435K	Sell	1,590 -5,270	-77%	-$1.35M	0.76%	22
2024 Q2	$1.76M	Buy	6,860 +114	+2%	+$30.5K	0.7%	26
2024 Q1	$2.03M	Buy	6,746 +206	+3%	+$59.4K	0.83%	23
2023 Q4	$1.72M	Buy	+6,540	New	+$1.48M	0.77%	23

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's CRM Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Salesforce (CRM) stake by 6.4% in Q2 2026, selling an estimated $19K and leaving 1,568 shares worth $246K. The position accounts for 0.26% of the portfolio, ranked #46.

One Wealth Management Investment & Advisory Services first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q1 2024. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

One Wealth Management Investment & Advisory Services held 1,568 shares of Salesforce worth $246K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 108 Salesforce shares in Q2 2026, an estimated $19K.
Salesforce made up 0.26% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #46 holding.
One Wealth Management Investment & Advisory Services first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's Salesforce position peaked at $2.03M in Q1 2024.
823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.