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	$5.3K	Sell	2 -2,004	-100%	-$352K	﹤0.01%	6907
2026 Q1	$392K	Buy	+2,006	New	+$416K	﹤0.01%	3587
2025 Q4	–	Sell	-1	Closed	-$2.71K	–	7909
2025 Q3	$2.71K	Hold	1	–	–	﹤0.01%	7036
2025 Q2	$4.3K	Hold	1	–	–	﹤0.01%	6623
2025 Q1	$4.75K	Hold	1	–	–	﹤0.01%	6212
2024 Q4	$10.6K	Hold	1	–	–	﹤0.01%	5768
2024 Q3	$5.68K	Hold	1	–	–	﹤0.01%	6138
2024 Q2	$5.32K	Hold	1	–	–	﹤0.01%	6142
2024 Q1	$8.94K	Hold	1	–	–	﹤0.01%	5813
2023 Q4	$6.42K	Sell	1 -1	-50%	-$226	﹤0.01%	6053
2023 Q3	$1.69K	Hold	2	–	–	﹤0.01%	6682
2023 Q2	$3.08K	Hold	2	–	–	﹤0.01%	6508
2023 Q1	$3.07K	Hold	2	–	–	﹤0.01%	6551
2022 Q4	$1K	Sell	2 -2	-50%	-$292	﹤0.01%	6853
2022 Q3	$4K	Hold	4	–	–	﹤0.01%	6459
2022 Q2	$9K	Buy	4 +1	+33%	+$177	﹤0.01%	6153
2022 Q1	$7K	Sell	3 -1	-25%	-$215	﹤0.01%	6312
2021 Q4	$9K	Buy	+4	New	+$1.12K	﹤0.01%	6322

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 2,489 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.
2,489 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.