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
2024
Q4 		– Sell
-27
Closed -$27 – 7444
2024
Q3 		$27 Buy
+27
New +$6.92K ﹤0.01% 7329
2022
Q1 		– Sell
-3
Closed -$9K – 7280
2021
Q4 		$9K Buy
+3
New +$843 ﹤0.01% 6323

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Osaic Holdings's CRM Position: Q1 2026 in Review

Osaic Holdings reduced its Salesforce (CRM) stake by 5.4% in Q1 2026, selling an estimated $3.03M and leaving 257,046 shares worth $48M. The position accounts for 0.07% of the portfolio, ranked #289.

Osaic Holdings first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $83M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Osaic Holdings held 257,046 shares of Salesforce worth $48M as of Q1 2026.
  • Osaic Holdings sold 14,613 Salesforce shares in Q1 2026, an estimated $3.03M.
  • Salesforce made up 0.07% of Osaic Holdings's portfolio in Q1 2026, its #289 holding.
  • Osaic Holdings first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Salesforce position peaked at $83M in Q4 2023.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.