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OV Management’s Salesforce CRM Stock Holding History

OV Management’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 		$125K Sell
799
-6
-0.7% -$1.05K 0.23% 17
2026
Q1 		$150K Sell
805
-3,045
-79% -$631K 0.31% 37
2025
Q4 		$1.02M Sell
3,850
-58
-1% -$14.4K 0.88% 28
2025
Q3 		$926K Buy
3,908
+37
+1% +$9.33K 0.79% 35
2025
Q2 		$1.06M Sell
3,871
-6,453
-63% -$1.73M 0.88% 19
2025
Q1 		$2.77M Sell
10,324
-1,498
-13% -$466K 1.3% 15
2024
Q4 		$3.95M Buy
11,822
+665
+6% +$212K 1.84% 13
2024
Q3 		$3.05M Buy
11,157
+411
+4% +$105K 2.03% 13
2024
Q2 		$2.76M Buy
10,746
+102
+1% +$27.3K 1.93% 14
2024
Q1 		$3.21M Hold
10,644
– – 2.32% 13
2023
Q4 		$2.8M Buy
+10,644
New +$2.41M 2.31% 13

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

OV Management's CRM Position: Q2 2026 in Review

OV Management reduced its Salesforce (CRM) stake by 0.75% in Q2 2026, selling an estimated $1.05K and leaving 799 shares worth $125K. The position accounts for 0.23% of the portfolio, ranked #17.

OV Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.95M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • OV Management held 799 shares of Salesforce worth $125K as of Q2 2026.
  • OV Management sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
  • Salesforce made up 0.23% of OV Management's portfolio in Q2 2026, its #17 holding.
  • OV Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • OV Management's Salesforce position peaked at $3.95M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.