ARC
CRM icon

Advisor Resource Council’s Salesforce CRM Stock Holding History

Advisor Resource Council’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 		$334K Sell
2,019
-123
-6% -$21.6K 0.09% 188
2026
Q1 		$400K Buy
2,142
+129
+6% +$26.7K 0.13% 147
2025
Q4 		$425K Buy
+2,013
New +$500K 0.15% 147
2025
Q3 		– Sell
-2,003
Closed -$546K – 68
2025
Q2 		$546K Sell
2,003
-12,340
-86% -$3.3M 0.21% 75
2025
Q1 		$3.31M Buy
+14,343
New +$4.46M 0.27% 95
2024
Q4 		– Sell
-4,033
Closed -$1.1M – 107
2024
Q3 		$1.1M Buy
+4,033
New +$1.03M 0.5% 47
2024
Q2 		– Sell
-3,693
Closed -$972K – 94
2024
Q1 		$972K Sell
3,693
-5,110
-58% -$1.47M 0.41% 54
2023
Q4 		$2.32M Buy
8,803
+6,514
+285% +$1.47M 0.27% 89
2023
Q3 		$464K Sell
2,289
-113
-5% -$24.4K 0.24% 77
2023
Q2 		$507K Buy
2,402
+973
+68% +$199K 0.23% 73
2023
Q1 		$270K Buy
+1,429
New +$241K 0.07% 206
2022
Q4 		– Sell
-1,795
Closed -$258K – 165
2022
Q3 		$258K Sell
1,795
-1,028
-36% -$174K 0.17% 122
2022
Q2 		$466K Sell
2,823
-2,980
-51% -$527K 0.04% 291
2022
Q1 		$1.23M Sell
5,803
-1,507
-21% -$324K 0.37% 83
2021
Q4 		$1.86M Buy
7,310
+1,431
+24% +$402K 0.14% 157
2021
Q3 		$1.59M Sell
5,879
-479
-8% -$122K 0.48% 57
2021
Q2 		$1.55M Buy
+6,358
New +$1.47M 0.16% 144

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

Advisor Resource Council's CRM Position: Q2 2026 in Review

Advisor Resource Council reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $21.6K and leaving 2,019 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #188.

Advisor Resource Council first reported a position in CRM in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.31M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisor Resource Council held 2,019 shares of Salesforce worth $334K as of Q2 2026.
  • Advisor Resource Council sold 123 Salesforce shares in Q2 2026, an estimated $21.6K.
  • Salesforce made up 0.09% of Advisor Resource Council's portfolio in Q2 2026, its #188 holding.
  • Advisor Resource Council first reported a position in Salesforce in Q2 2021 and has held it in 17 quarters since.
  • Advisor Resource Council's Salesforce position peaked at $3.31M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.