AGA
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Arkos Global Advisors’s Salesforce CRM Stock Holding History

Arkos Global 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 		– Sell
-945
Closed -$250K – 200
2025
Q4 		$250K Sell
945
-260
-22% -$64.6K 0.03% 112
2025
Q3 		$285K Buy
1,205
+181
+18% +$45.6K 0.04% 138
2025
Q2 		$279K Buy
1,024
+38
+4% +$10.2K 0.04% 110
2025
Q1 		$265K Sell
986
-19
-2% -$5.91K 0.04% 108
2024
Q4 		$336K Sell
1,005
-36
-3% -$11.5K 0.05% 91
2024
Q3 		$285K Buy
1,041
+42
+4% +$10.8K 0.04% 104
2024
Q2 		$257K Sell
999
-1,213
-55% -$325K 0.04% 109
2024
Q1 		$666K Buy
2,212
+467
+27% +$135K 0.11% 59
2023
Q4 		$459K Buy
1,745
+247
+16% +$55.9K 0.08% 58
2023
Q3 		$304K Buy
+1,498
New +$324K 0.06% 70
2020
Q3 		– Sell
-2,618
Closed -$490K – 83
2020
Q2 		$490K Buy
+2,618
New +$441K 0.26% 43

Other funds holding CRM

BlackRock
BlackRock New York $5.7T 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 $74.9B 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