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OneDigital Investment Advisors’s Salesforce CRM Stock Holding History

OneDigital Investment Advisors’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
2022
Q1 		– Sell
-500
Closed -$106K – 771
2021
Q4 		$106K Buy
+500
New +$140K ﹤0.01% 761

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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. 1,574 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.
  • 1,574 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.