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OneAscent Wealth Management’s Salesforce CRM Stock Holding History

OneAscent Wealth Management’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 		– Sell
-1,166
Closed -$218K – 176
2026
Q1 		$218K Sell
1,166
-14
-1% -$2.9K 0.07% 150
2025
Q4 		$313K Sell
1,180
-20
-2% -$4.97K 0.1% 108
2025
Q3 		$284K Sell
1,200
-581
-33% -$147K 0.1% 128
2025
Q2 		$486K Buy
1,781
+170
+11% +$45.4K 0.18% 65
2025
Q1 		$432K Buy
1,611
+391
+32% +$122K 0.19% 59
2024
Q4 		$408K Buy
1,220
+87
+8% +$27.8K 0.17% 72
2024
Q3 		$311K Sell
1,133
-309
-21% -$79.1K 0.12% 123
2024
Q2 		$371K Buy
1,442
+105
+8% +$28.1K 0.19% 47
2024
Q1 		$403K Sell
1,337
-193
-13% -$55.7K 0.15% 94
2023
Q4 		$403K Sell
1,530
-194
-11% -$43.9K 0.16% 80
2023
Q3 		$350K Sell
1,724
-189
-10% -$40.8K 0.15% 88
2023
Q2 		$404K Buy
+1,913
New +$391K 0.19% 48

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 $3.37T AUM 44.26% 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 Wealth Management's CRM Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,166 shares — an estimated $218K sold.

OneAscent Wealth Management first reported a position in CRM in Q2 2023 and held it in 12 quarters. The position peaked at $486K in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • OneAscent Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,166 Salesforce shares in Q2 2026, an estimated $218K.
  • OneAscent Wealth Management first reported a position in Salesforce in Q2 2023 and held it in 12 quarters.
  • OneAscent Wealth Management's Salesforce position peaked at $486K in Q2 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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