OneAscent Family Office, LLC
Family OfficePosition in CRM — Salesforce, Inc.
CIK 2055812
BIRMINGHAM, AL
Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$248,306
-$3,138 QoQ
Shares Held
1,585
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,942
of 2,451 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OneAscent Family Office, LLC holds $1,392,664 across 5 Software - Application names. CRM ranks #3 (17.8% of the industry book) .
All Filings in CRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,306 | 1,585 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $251,444 | 1,347 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $343,058 | 1,295 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $219,515 | 805 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $220,323 | 821 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||