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OneAscent Financial Services’s Salesforce CRM Stock Holding History

OneAscent Financial 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 		$333K Sell
2,124
-588
-22% -$103K 0.02% 469
2026
Q1 		$506K Buy
2,712
+279
+11% +$57.8K 0.03% 342
2025
Q4 		$645K Buy
2,433
+306
+14% +$76K 0.06% 213
2025
Q3 		$504K Sell
2,127
-1,066
-33% -$269K 0.03% 305
2025
Q2 		$870K Sell
3,193
-314
-9% -$83.9K 0.06% 201
2025
Q1 		$943K Buy
3,507
+434
+14% +$135K 0.06% 209
2024
Q4 		$1.03M Buy
3,073
+1,614
+111% +$515K 0.09% 150
2024
Q3 		$400K Sell
1,459
-1,227
-46% -$314K 0.29% 91
2024
Q2 		$691K Buy
2,686
+215
+9% +$57.5K 0.1% 123
2024
Q1 		$745K Sell
2,471
-100
-4% -$28.9K 0.08% 153
2023
Q4 		$677K Sell
2,571
-602
-19% -$136K 0.08% 156
2023
Q3 		$643K Buy
3,173
+339
+12% +$73.2K 0.17% 96
2023
Q2 		$599K Buy
+2,834
New +$579K 0.27% 44

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 Financial Services's CRM Position: Q2 2026 in Review

OneAscent Financial Services reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $103K and leaving 2,124 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #469.

OneAscent Financial Services first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • OneAscent Financial Services held 2,124 shares of Salesforce worth $333K as of Q2 2026.
  • OneAscent Financial Services sold 588 Salesforce shares in Q2 2026, an estimated $103K.
  • Salesforce made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #469 holding.
  • OneAscent Financial Services first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • OneAscent Financial Services's Salesforce position peaked at $1.03M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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