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Advisory Resource Group’s Salesforce CRM Stock Holding History

Advisory Resource Group’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 		$6.06M Buy
38,692
+3,132
+9% +$551K 0.91% 30
2026
Q1 		$6.64M Buy
+35,560
New +$7.37M 1.14% 20

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Advisory Resource Group's CRM Position: Q2 2026 in Review

Advisory Resource Group increased its Salesforce (CRM) stake by 8.8% in Q2 2026, buying an estimated $551K and bringing the position to 38,692 shares worth $6.06M. The position accounts for 0.91% of the portfolio, ranked #30.

Advisory Resource Group first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.64M in Q1 2026. 359 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisory Resource Group held 38,692 shares of Salesforce worth $6.06M as of Q2 2026.
  • Advisory Resource Group bought 3,132 Salesforce shares in Q2 2026, an estimated $551K.
  • Salesforce made up 0.91% of Advisory Resource Group's portfolio in Q2 2026, its #30 holding.
  • Advisory Resource Group first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Advisory Resource Group's Salesforce position peaked at $6.64M in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.