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salesforce shares owned by OneAscent Family Office

Quarter-by-quarter ownership of salesforce (CRM) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $343k 1.3k 264.91
2025-06-30 $220k 805 273.29
2025-03-31 $221k 821 269.18

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr State Street Ene (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Emgrg (OAEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for OneAscent Family Office

Top funds holding salesforce

Vanguard Group
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State Street Corporation
J. Stern & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Northern Trust
FMR
Harris Associates L.P
Capital Research Global Investors
Ameriprise Financial

View all funds holding salesforce