OFO
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OneAscent Family Office’s Salesforce CRM Stock Holding History

OneAscent Family Office’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
Q1 		$251K Buy
1,347
+52
+4% +$10.8K 0.18% 142
2025
Q4 		$343K Buy
+1,295
New +$322K 0.23% 101
2025
Q3 		– Sell
-805
Closed -$220K – 159
2025
Q2 		$220K Sell
805
-16
-2% -$4.28K 0.21% 121
2025
Q1 		$221K Buy
+821
New +$255K 0.21% 109

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OneAscent Family Office's CRM Position: Q1 2026 in Review

OneAscent Family Office increased its Salesforce (CRM) stake by 4% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,347 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #142.

OneAscent Family Office first reported a position in CRM in Q1 2025 and has held it in 4 quarters since. The position peaked at $343K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • OneAscent Family Office held 1,347 shares of Salesforce worth $251K as of Q1 2026.
  • OneAscent Family Office bought 52 Salesforce shares in Q1 2026, an estimated $10.8K.
  • Salesforce made up 0.18% of OneAscent Family Office's portfolio in Q1 2026, its #142 holding.
  • OneAscent Family Office first reported a position in Salesforce in Q1 2025 and has held it in 4 quarters since.
  • OneAscent Family Office's Salesforce position peaked at $343K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.