AWA
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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 		$560K Buy
3,000
+2,900
+2,900% +$601K 0.01% 1057
2025
Q4 		$26.5K Hold
100
– – ﹤0.01% 1543
2025
Q3 		$23.7K Hold
100
– – ﹤0.01% 1454
2025
Q2 		$27.3K Hold
100
– – ﹤0.01% 1302
2025
Q1 		$26.8K Buy
+100
New +$31.1K ﹤0.01% 1108

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.