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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
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 0.06% 233
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 $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 Financial Services's CRM Position: Q1 2026 in Review

OneAscent Financial Services increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $57.8K and bringing the position to 2,712 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #342.

OneAscent Financial Services first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • OneAscent Financial Services held 2,712 shares of Salesforce worth $506K as of Q1 2026.
  • OneAscent Financial Services bought 279 Salesforce shares in Q1 2026, an estimated $57.8K.
  • Salesforce made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #342 holding.
  • OneAscent Financial Services first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • OneAscent Financial Services's Salesforce position peaked at $1.03M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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