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Arbor Trust Wealth Advisors’s Salesforce CRM Stock Holding History

Arbor Trust Wealth Advisors’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 		$717K Sell
4,579
-1,674
-27% -$294K 0.29% 53
2026
Q1 		$1.17M Sell
6,253
-578
-8% -$120K 0.51% 44
2025
Q4 		$1.81M Sell
6,831
-84
-1% -$20.9K 0.79% 36
2025
Q3 		$1.64M Buy
6,915
+11
+0.2% +$2.77K 0.74% 38
2025
Q2 		$1.89M Sell
6,904
-215
-3% -$57.5K 0.92% 36
2025
Q1 		$1.91M Buy
7,119
+170
+2% +$52.9K 0.9% 35
2024
Q4 		$2.33M Buy
6,949
+407
+6% +$130K 1.09% 32
2024
Q3 		$1.68M Hold
6,542
– – 0.88% 34
2024
Q2 		$1.68M Buy
6,542
+55
+0.8% +$14.7K 0.88% 34
2024
Q1 		$1.95M Buy
6,487
+195
+3% +$56.3K 1.07% 31
2023
Q4 		$1.66M Buy
6,292
+90
+1% +$20.4K 0.99% 31
2023
Q3 		$1.26M Buy
6,202
+57
+0.9% +$12.3K 0.83% 34
2023
Q2 		$1.3M Buy
6,145
+370
+6% +$75.5K 0.83% 34
2023
Q1 		$1.15M Sell
5,775
-30
-0.5% -$5.07K 0.76% 35
2022
Q4 		$770K Sell
5,805
-202
-3% -$29.5K 0.53% 43
2022
Q3 		$860K Sell
6,007
-157
-3% -$26.6K 0.65% 38
2022
Q2 		$1.02M Buy
6,164
+349
+6% +$61.7K 0.71% 39
2022
Q1 		$1.24M Sell
5,815
-170
-3% -$36.6K 0.74% 40
2021
Q4 		$1.52M Buy
5,985
+5
+0.1% +$1.41K 0.88% 35
2021
Q3 		$1.62M Sell
5,980
-65
-1% -$16.5K 1.01% 33
2021
Q2 		$1.48M Sell
6,045
-35
-0.6% -$8.07K 0.93% 35
2021
Q1 		$1.29M Buy
6,080
+285
+5% +$63.4K 0.86% 39
2020
Q4 		$1.29M Buy
5,795
+125
+2% +$30.4K 0.94% 35
2020
Q3 		$1.43M Sell
5,670
-15
-0.3% -$3.28K 1.23% 28
2020
Q2 		$1.06M Sell
5,685
-495
-8% -$83.4K 0.96% 34
2020
Q1 		$890K Sell
6,180
-28
-0.5% -$4.8K 0.94% 35
2019
Q4 		$1.01M Buy
+6,208
New +$973K 0.86% 37

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

Arbor Trust Wealth Advisors's CRM Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $294K and leaving 4,579 shares worth $717K. The position accounts for 0.29% of the portfolio, ranked #53.

Arbor Trust Wealth Advisors first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Arbor Trust Wealth Advisors held 4,579 shares of Salesforce worth $717K as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 1,674 Salesforce shares in Q2 2026, an estimated $294K.
  • Salesforce made up 0.29% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Arbor Trust Wealth Advisors first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's Salesforce position peaked at $2.33M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.