Osaic Holdings
CRM icon

Osaic Holdings’s Salesforce CRM Stock Holding History

Osaic Holdings’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 		$38.9M Sell
248,459
-8,587
-3% -$1.51M 0.05% 415
2026
Q1 		$48M Sell
257,046
-14,613
-5% -$3.03M 0.07% 289
2025
Q4 		$72M Sell
271,659
-58,196
-18% -$14.5M 0.11% 192
2025
Q3 		$81.8M Buy
329,855
+43,781
+15% +$11M 0.11% 170
2025
Q2 		$77.9M Buy
286,074
+36,570
+15% +$9.78M 0.14% 150
2025
Q1 		$67M Sell
249,504
-11,402
-4% -$3.55M 0.15% 129
2024
Q4 		$77.5M Buy
260,906
+20,165
+8% +$6.44M 0.17% 113
2024
Q3 		$65.9M Buy
240,741
+7,737
+3% +$1.98M 0.15% 133
2024
Q2 		$59.9M Sell
233,004
-19,782
-8% -$5.29M 0.14% 139
2024
Q1 		$76.1M Sell
252,786
-62,524
-20% -$18M 0.17% 119
2023
Q4 		$83M Sell
315,310
-80,063
-20% -$18.1M 0.15% 144
2023
Q3 		$80.2M Buy
395,373
+100,257
+34% +$21.7M 0.12% 161
2023
Q2 		$62.4M Sell
295,116
-5,075
-2% -$1.04M 0.11% 174
2023
Q1 		$59.8M Buy
300,191
+3,236
+1% +$547K 0.11% 175
2022
Q4 		$39.4M Buy
296,955
+19,400
+7% +$2.83M 0.08% 237
2022
Q3 		$39.9M Buy
277,555
+2,790
+1% +$473K 0.09% 206
2022
Q2 		$45.4M Sell
274,765
-16,237
-6% -$2.87M 0.1% 203
2022
Q1 		$58.4M Buy
291,002
+14,743
+5% +$3.17M 0.11% 177
2021
Q4 		$70.2M Buy
276,259
+7,259
+3% +$2.04M 0.13% 161
2021
Q3 		$73M Buy
269,000
+27,603
+11% +$7.01M 0.15% 136
2021
Q2 		$59M Sell
241,397
-9,561
-4% -$2.2M 0.13% 168
2021
Q1 		$53.2M Sell
250,958
-1,473
-0.6% -$328K 0.13% 171
2020
Q4 		$56.2M Buy
252,431
+28,008
+12% +$6.81M 0.15% 149
2020
Q3 		$55.9M Buy
224,423
+6,080
+3% +$1.33M 0.17% 128
2020
Q2 		$40.9M Sell
218,343
-904,352
-81% -$152M 0.14% 155
2020
Q1 		$26.9M Buy
+1,122,695
New +$192M 0.11% 189

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

Osaic Holdings's CRM Position: Q2 2026 in Review

Osaic Holdings reduced its Salesforce (CRM) stake by 3.3% in Q2 2026, selling an estimated $1.51M and leaving 248,459 shares worth $38.9M. The position accounts for 0.05% of the portfolio, ranked #415.

Osaic Holdings first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $83M in Q4 2023. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Osaic Holdings held 248,459 shares of Salesforce worth $38.9M as of Q2 2026.
  • Osaic Holdings sold 8,587 Salesforce shares in Q2 2026, an estimated $1.51M.
  • Salesforce made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #415 holding.
  • Osaic Holdings first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Salesforce position peaked at $83M in Q4 2023.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.