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Onyx Bridge Wealth Group’s Salesforce CRM Stock Holding History

Onyx Bridge Wealth Group’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 		$247K Sell
1,575
-318
-17% -$55.9K 0.02% 336
2026
Q1 		$353K Sell
1,893
-191
-9% -$39.6K 0.04% 269
2025
Q4 		$552K Sell
2,084
-8
-0.4% -$1.99K 0.06% 207
2025
Q3 		$496K Buy
2,092
+762
+57% +$192K 0.05% 218
2025
Q2 		$363K Buy
1,330
+141
+12% +$37.7K 0.05% 206
2025
Q1 		$319K Buy
1,189
+200
+20% +$62.2K 0.05% 205
2024
Q4 		$331K Sell
989
-10
-1% -$3.19K 0.05% 202
2024
Q3 		$273K Buy
999
+49
+5% +$12.6K 0.04% 220
2024
Q2 		$244K Buy
950
+21
+2% +$5.62K 0.04% 224
2024
Q1 		$255K Buy
929
+80
+9% +$23.1K 0.05% 214
2023
Q4 		$223K Buy
+849
New +$192K 0.05% 222
2021
Q2 		– Sell
-1,344
Closed -$285K – 134
2021
Q1 		$285K Buy
+1,344
New +$299K 0.14% 73

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Onyx Bridge Wealth Group's CRM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $55.9K and leaving 1,575 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #336.

Onyx Bridge Wealth Group first reported a position in CRM in Q1 2021 and has held it in 12 quarters since. The position peaked at $552K in Q4 2025. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,575 shares of Salesforce worth $247K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 318 Salesforce shares in Q2 2026, an estimated $55.9K.
  • Salesforce made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #336 holding.
  • Onyx Bridge Wealth Group first reported a position in Salesforce in Q1 2021 and has held it in 12 quarters since.
  • Onyx Bridge Wealth Group's Salesforce position peaked at $552K in Q4 2025.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.