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Argent Advisors’s Salesforce CRM Stock Holding History

Argent 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
Q1 		$1.3M Buy
6,956
+1,117
+19% +$231K 0.35% 74
2025
Q4 		$1.55M Sell
5,839
-84
-1% -$20.9K 0.43% 60
2025
Q3 		$1.4M Buy
5,923
+497
+9% +$125K 0.41% 64
2025
Q2 		$1.48M Buy
5,426
+357
+7% +$95.4K 0.46% 58
2025
Q1 		$1.36M Buy
5,069
+295
+6% +$91.8K 0.46% 61
2024
Q4 		$1.6M Sell
4,774
-17
-0.4% -$5.42K 0.59% 48
2024
Q3 		$1.31M Buy
4,791
+17
+0.4% +$4.35K 0.49% 57
2024
Q2 		$1.23M Sell
4,774
-226
-5% -$60.5K 0.49% 56
2024
Q1 		$1.51M Sell
5,000
-70
-1% -$20.2K 0.6% 46
2023
Q4 		$1.33M Sell
5,070
-48
-0.9% -$10.9K 0.58% 47
2023
Q3 		$1.04M Sell
5,118
-83
-2% -$17.9K 0.47% 54
2023
Q2 		$1.1M Buy
5,201
+249
+5% +$50.8K 0.5% 50
2023
Q1 		$989K Buy
4,952
+54
+1% +$9.12K 0.47% 53
2022
Q4 		$649K Sell
4,898
-464
-9% -$67.7K 0.34% 69
2022
Q3 		$771K Buy
5,362
+228
+4% +$38.7K 0.45% 60
2022
Q2 		$847K Buy
5,134
+392
+8% +$69.3K 0.48% 60
2022
Q1 		$1.01M Buy
4,742
+651
+16% +$140K 0.54% 58
2021
Q4 		$1.04M Sell
4,091
-76
-2% -$21.4K 0.56% 56
2021
Q3 		$1.13M Buy
4,167
+634
+18% +$161K 0.65% 44
2021
Q2 		$863K Buy
3,533
+567
+19% +$131K 0.52% 57
2021
Q1 		$628K Buy
2,966
+280
+10% +$62.3K 0.4% 71
2020
Q4 		$598K Buy
+2,686
New +$653K 0.37% 76
2020
Q1 		– Sell
-189
Closed -$33K – 202
2019
Q4 		$33K Buy
+189
New +$29.6K 0.02% 220

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Argent Advisors's CRM Position: Q1 2026 in Review

Argent Advisors increased its Salesforce (CRM) stake by 19% in Q1 2026, buying an estimated $231K and bringing the position to 6,956 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #74.

Argent Advisors first reported a position in CRM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Argent Advisors held 6,956 shares of Salesforce worth $1.3M as of Q1 2026.
  • Argent Advisors bought 1,117 Salesforce shares in Q1 2026, an estimated $231K.
  • Salesforce made up 0.35% of Argent Advisors's portfolio in Q1 2026, its #74 holding.
  • Argent Advisors first reported a position in Salesforce in Q4 2019 and has held it in 23 quarters since.
  • Argent Advisors's Salesforce position peaked at $1.6M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.