OIS
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OneAscent Investment Solutions’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
1,854
+20
+1% +$5.46K 0.54% 49
2025
Q1
$492K Buy
+1,834
New +$492K 0.58% 45