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Silver Oak Securities’s Salesforce CRM Stock Holding History

Silver Oak Securities’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 		$285K Sell
1,817
-986
-35% -$173K 0.02% 659
2026
Q1 		$523K Buy
2,803
+177
+7% +$36.7K 0.04% 426
2025
Q4 		$698K Buy
2,626
+237
+10% +$58.9K 0.05% 369
2025
Q3 		$566K Sell
2,389
-769
-24% -$194K 0.04% 391
2025
Q2 		$861K Buy
3,158
+121
+4% +$32.3K 0.07% 284
2025
Q1 		$820K Buy
3,037
+857
+39% +$267K 0.08% 274
2024
Q4 		$732K Buy
2,180
+1,209
+125% +$386K 0.07% 296
2024
Q3 		$269K Sell
971
-369
-28% -$94.5K 0.03% 441
2024
Q2 		$345K Sell
1,340
-101
-7% -$27K 0.05% 269
2024
Q1 		$434K Sell
1,441
-150
-9% -$43.3K 0.07% 242
2023
Q4 		$419K Buy
1,591
+929
+140% +$210K 0.06% 309
2023
Q3 		$134K Sell
662
-1,523
-70% -$329K 0.03% 331
2023
Q2 		$462K Buy
2,185
+98
+5% +$20K 0.07% 239
2023
Q1 		$417K Sell
2,087
-57
-3% -$9.63K 0.07% 223
2022
Q4 		$284K Buy
2,144
+1,482
+224% +$216K 0.05% 240
2022
Q3 		$134K Sell
662
-952
-59% -$161K 0.03% 331
2022
Q2 		$294K Sell
1,614
-44
-3% -$7.77K 0.07% 203
2022
Q1 		$327K Buy
+1,658
New +$357K 0.07% 221

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

Silver Oak Securities's CRM Position: Q2 2026 in Review

Silver Oak Securities reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $173K and leaving 1,817 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #659.

Silver Oak Securities first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $861K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Silver Oak Securities held 1,817 shares of Salesforce worth $285K as of Q2 2026.
  • Silver Oak Securities sold 986 Salesforce shares in Q2 2026, an estimated $173K.
  • Salesforce made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #659 holding.
  • Silver Oak Securities first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Salesforce position peaked at $861K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.