AWA
CRM icon

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 		$611K Buy
3,900
+900
+30% +$158K 0.01% 1031
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 $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.