OneDigital Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
8,824
-5,819
| -40% | -$1.02M | 0.01% | 628 |
|
|
2026
Q1 | $2.73M | Sell |
14,643
-2,803
| -16% | -$581K | 0.03% | 398 |
|
|
2025
Q4 | $4.62M | Buy |
17,446
+4,425
| +34% | +$1.1M | 0.05% | 284 |
|
|
2025
Q3 | $3.09M | Sell |
13,021
-24,166
| -65% | -$6.09M | 0.03% | 332 |
|
|
2025
Q2 | $10.1M | Buy |
37,187
+318
| +0.9% | +$85K | 0.11% | 158 |
|
|
2025
Q1 | $9.89M | Sell |
36,869
-9,572
| -21% | -$2.98M | 0.12% | 152 |
|
|
2024
Q4 | $15.5M | Sell |
46,441
-3,107
| -6% | -$992K | 0.18% | 106 |
|
|
2024
Q3 | $13.6M | Sell |
49,548
-3,947
| -7% | -$1.01M | 0.15% | 119 |
|
|
2024
Q2 | $13.8M | Buy |
53,495
+6,231
| +13% | +$1.67M | 0.17% | 109 |
|
|
2024
Q1 | $14.2M | Buy |
47,264
+7,159
| +18% | +$2.07M | 0.22% | 95 |
|
|
2023
Q4 | $10.6M | Buy |
40,105
+14,136
| +54% | +$3.2M | 0.18% | 113 |
|
|
2023
Q3 | $5.27M | Buy |
25,969
+3,209
| +14% | +$693K | 0.11% | 147 |
|
|
2023
Q2 | $4.81M | Buy |
22,760
+9,997
| +78% | +$2.04M | 0.11% | 153 |
|
|
2023
Q1 | $2.55M | Buy |
12,763
+379
| +3% | +$64K | 0.06% | 239 |
|
|
2022
Q4 | $1.64M | Sell |
12,384
-1,231
| -9% | -$180K | 0.05% | 282 |
|
|
2022
Q3 | $1.96M | Buy |
13,615
+102
| +0.8% | +$17.3K | 0.07% | 192 |
|
|
2022
Q2 | $2.23M | Buy |
13,513
+8,042
| +147% | +$1.42M | 0.1% | 145 |
|
|
2022
Q1 | $1.16M | Buy |
5,471
+1,547
| +39% | +$333K | 0.04% | 235 |
|
|
2021
Q4 | $997K | Buy |
3,924
+201
| +5% | +$56.5K | 0.04% | 285 |
|
|
2021
Q3 | $1.01M | Sell |
3,723
-137
| -4% | -$34.8K | 0.04% | 265 |
|
|
2021
Q2 | $943K | Buy |
3,860
+1,003
| +35% | +$231K | 0.04% | 266 |
|
|
2021
Q1 | $605K | Sell |
2,857
-605
| -17% | -$135K | 0.03% | 339 |
|
|
2020
Q4 | $770K | Buy |
3,462
+2,285
| +194% | +$556K | 0.04% | 273 |
|
|
2020
Q3 | $296K | Sell |
1,177
-32
| -3% | -$7K | 0.02% | 435 |
|
|
2020
Q2 | $226K | Buy |
+1,209
| New | +$204K | 0.02% | 514 |
|
|
2019
Q3 | – | Sell |
-1,054
| Closed | -$160K | – | 674 |
|
|
2019
Q2 | $160K | Buy |
1,054
+100
| +10% | +$15.7K | 0.01% | 419 |
|
|
2019
Q1 | $151K | Buy |
954
+626
| +191% | +$97K | 0.02% | 315 |
|
|
2018
Q4 | $45K | Buy |
+328
| New | +$45.1K | 0.01% | 478 |
|
|
2018
Q3 | – | Sell |
-1,259
| Closed | -$172K | – | 1063 |
|
|
2018
Q2 | $172K | Buy |
1,259
+965
| +328% | +$123K | 0.04% | 239 |
|
|
2018
Q1 | $34K | Sell |
294
-628
| -68% | -$72.1K | 0.01% | 626 |
|
|
2017
Q4 | $94K | Sell |
922
-375
| -29% | -$38.2K | 0.01% | 350 |
|
|
2017
Q3 | $121K | Sell |
1,297
-1,075
| -45% | -$98.9K | 0.04% | 201 |
|
|
2017
Q2 | $205K | Buy |
+2,372
| New | +$207K | 0.06% | 193 |
|
Other funds holding CRM
OneDigital Investment Advisors's CRM Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $1.02M and leaving 8,824 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #628.
OneDigital Investment Advisors first reported a position in CRM in Q2 2017 and has held it in 33 quarters since. The position peaked at $15.5M in Q4 2024. 1,563 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- OneDigital Investment Advisors held 8,824 shares of Salesforce worth $1.38M as of Q2 2026.
- OneDigital Investment Advisors sold 5,819 Salesforce shares in Q2 2026, an estimated $1.02M.
- Salesforce made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #628 holding.
- OneDigital Investment Advisors first reported a position in Salesforce in Q2 2017 and has held it in 33 quarters since.
- OneDigital Investment Advisors's Salesforce position peaked at $15.5M in Q4 2024.
- 1,563 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.