SkyOak Wealth’s Salesforce CRM Stock Holding History

SkyOak Wealth’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	$211K	Buy	1,345 +100	+8%	+$17.6K	0.03%	236
2026 Q1	$232K	Buy	+1,245	New	+$258K	0.04%	222
2025 Q4	–	Sell	-892	Closed	-$211K	–	254
2025 Q3	$211K	Buy	892 +6	+0.7%	+$1.51K	0.04%	231
2025 Q2	$242K	Buy	886 +50	+6%	+$13.4K	0.05%	210
2025 Q1	$224K	Hold	836	–	–	0.05%	217
2024 Q4	$280K	Hold	836	–	–	0.06%	189
2024 Q3	$229K	Hold	836	–	–	0.05%	211
2024 Q2	$215K	Buy	+836	New	+$224K	0.05%	221
2020 Q2	–	Sell	-3,924	Closed	-$565K	–	244
2020 Q1	$565K	Buy	+3,924	New	+$673K	0.29%	82

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

SkyOak Wealth's CRM Position: Q2 2026 in Review

SkyOak Wealth increased its Salesforce (CRM) stake by 8% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,345 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #236.

SkyOak Wealth first reported a position in CRM in Q1 2020 and has held it in 9 quarters since. The position peaked at $565K in Q1 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

SkyOak Wealth held 1,345 shares of Salesforce worth $211K as of Q2 2026.
SkyOak Wealth bought 100 Salesforce shares in Q2 2026, an estimated $17.6K.
Salesforce made up 0.03% of SkyOak Wealth's portfolio in Q2 2026, its #236 holding.
SkyOak Wealth first reported a position in Salesforce in Q1 2020 and has held it in 9 quarters since.
SkyOak Wealth's Salesforce position peaked at $565K in Q1 2020.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.