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Arkadios Wealth Advisors’s Salesforce CRM Stock Holding History

Arkadios 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
Q1 		$9.36M Sell
50,139
-9,697
-16% -$2.01M 0.15% 155
2025
Q4 		$15.9M Buy
59,836
+2,189
+4% +$544K 0.31% 57
2025
Q3 		$13.7M Sell
57,647
-11,301
-16% -$2.85M 0.33% 52
2025
Q2 		$18.8M Buy
68,948
+8,138
+13% +$2.18M 0.55% 29
2025
Q1 		$16.3M Buy
60,810
+18,760
+45% +$5.83M 0.62% 28
2024
Q4 		$14.1M Buy
42,050
+4,212
+11% +$1.34M 0.77% 19
2024
Q3 		$10.4M Buy
37,838
+3,598
+11% +$922K 0.59% 27
2024
Q2 		$8.8M Buy
34,240
+2,272
+7% +$608K 0.59% 28
2024
Q1 		$9.63M Buy
31,968
+459
+1% +$132K 0.75% 25
2023
Q4 		$8.29M Sell
31,509
-71
-0.2% -$16.1K 0.7% 27
2023
Q3 		$6.4M Buy
31,580
+5,281
+20% +$1.14M 0.61% 33
2023
Q2 		$5.56M Buy
26,299
+583
+2% +$119K 0.65% 31
2023
Q1 		$5.14M Buy
25,716
+3,036
+13% +$513K 0.61% 32
2022
Q4 		$3.01M Buy
22,680
+1,886
+9% +$275K 0.4% 65
2022
Q3 		$2.99M Buy
20,794
+910
+5% +$154K 0.45% 56
2022
Q2 		$3.28M Buy
19,884
+9,024
+83% +$1.59M 0.49% 47
2022
Q1 		$2.31M Buy
10,860
+5,020
+86% +$1.08M 0.3% 85
2021
Q4 		$1.48M Buy
5,840
+194
+3% +$54.5K 0.2% 120
2021
Q3 		$1.53M Sell
5,646
-2,829
-33% -$718K 0.22% 110
2021
Q2 		$2.07M Buy
8,475
+1,749
+26% +$403K 0.25% 106
2021
Q1 		$1.43M Buy
6,726
+860
+15% +$191K 0.23% 111
2020
Q4 		$1.3M Buy
5,866
+4,541
+343% +$1.1M 0.27% 97
2020
Q3 		$343K Sell
1,325
-37
-3% -$8.1K 0.17% 128
2020
Q2 		$258K Buy
1,362
+110
+9% +$18.5K 0.14% 138
2020
Q1 		$180K Buy
1,252
+32
+3% +$5.49K 0.11% 155
2019
Q4 		$230K Buy
+1,220
New +$191K 0.14% 138

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

Arkadios Wealth Advisors's CRM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $2.01M and leaving 50,139 shares worth $9.36M. The position accounts for 0.15% of the portfolio, ranked #155.

Arkadios Wealth Advisors first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.8M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Arkadios Wealth Advisors held 50,139 shares of Salesforce worth $9.36M as of Q1 2026.
  • Arkadios Wealth Advisors sold 9,697 Salesforce shares in Q1 2026, an estimated $2.01M.
  • Salesforce made up 0.15% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • Arkadios Wealth Advisors first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Salesforce position peaked at $18.8M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.