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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
Q2 		$1.04M Sell
6,621
-335
-5% -$58.9K 0.26% 84
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 $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

Argent Advisors's CRM Position: Q2 2026 in Review

Argent Advisors reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $58.9K and leaving 6,621 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #84.

Argent Advisors first reported a position in CRM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Argent Advisors held 6,621 shares of Salesforce worth $1.04M as of Q2 2026.
  • Argent Advisors sold 335 Salesforce shares in Q2 2026, an estimated $58.9K.
  • Salesforce made up 0.26% of Argent Advisors's portfolio in Q2 2026, its #84 holding.
  • Argent Advisors first reported a position in Salesforce in Q4 2019 and has held it in 24 quarters since.
  • Argent Advisors's Salesforce position peaked at $1.6M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.