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
Q2 		$248K Buy
1,585
+238
+18% +$41.9K 0.13% 200
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OneAscent Family Office's CRM Position: Q2 2026 in Review

OneAscent Family Office increased its Salesforce (CRM) stake by 18% in Q2 2026, buying an estimated $41.9K and bringing the position to 1,585 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #200.

OneAscent Family Office first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $343K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • OneAscent Family Office held 1,585 shares of Salesforce worth $248K as of Q2 2026.
  • OneAscent Family Office bought 238 Salesforce shares in Q2 2026, an estimated $41.9K.
  • Salesforce made up 0.13% of OneAscent Family Office's portfolio in Q2 2026, its #200 holding.
  • OneAscent Family Office first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's Salesforce position peaked at $343K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.