OneAscent Financial Services LLC

Position in CRM — Salesforce, Inc.

CIK 1780985 BIRMINGHAM, AL

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$332,745

-$173,504 QoQ

Shares Held

2,124

-21.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,786

of 2,451 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OneAscent Financial Services LLC holds $2,894,910 across 6 Software - Application names. CRM ranks #6 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	7,220	$824,379
2	NOW	ServiceNow, Inc.	5,293	$525,489
3	ADP	Automatic Data Processing Inc	1,976	$442,525
4	ADBE	Adobe Inc.	1,913	$392,203
5	SAP	Sap SE	2,450	$377,569
6	CRM	Salesforce, Inc. This page	2,124	$332,745

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,745	2,124	-21.7%	Shares	Sole	2026-08-11
2026-03-31	$506,249	2,712	+11.5%	Shares	Sole	2026-04-21
2025-12-31	$644,526	2,433	+14.4%	Shares	Sole	2026-02-11
2025-09-30	$504,099	2,127	-33.4%	Shares	Sole	2025-10-31
2025-06-30	$870,699	3,193	-9.0%	Shares	Sole	2025-08-12
2025-03-31	$941,138	3,507	+14.1%	Shares	Sole	2025-05-05
2024-12-31	$1,027,396	3,073	+110.6%	Shares	Sole	2025-02-12
2024-09-30	$399,342	1,459	-45.7%	Shares	Sole	2024-11-07
2024-06-30	$690,570	2,686	+8.7%	Shares	Sole	2024-07-17
2024-03-31	$744,215	2,471	-3.9%	Shares	Sole	2024-04-16
2023-12-31	$676,532	2,571	-19.0%	Shares	Sole	2024-01-11
2023-09-30	$643,420	3,173	+12.0%	Shares	Sole	2023-10-13
2023-06-30	$598,710	2,834	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.