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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
Q2 		$7.94M Buy
50,708
+569
+1% +$100K 0.12% 185
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 $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

Arkadios Wealth Advisors's CRM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $100K and bringing the position to 50,708 shares worth $7.94M. The position accounts for 0.12% of the portfolio, ranked #185.

Arkadios Wealth Advisors first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.8M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Arkadios Wealth Advisors held 50,708 shares of Salesforce worth $7.94M as of Q2 2026.
  • Arkadios Wealth Advisors bought 569 Salesforce shares in Q2 2026, an estimated $100K.
  • Salesforce made up 0.12% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Arkadios Wealth Advisors first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Salesforce position peaked at $18.8M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.