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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Arkos Global Advisors's CRM Position: Q1 2026 in Review

Arkos Global Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 945 shares — an estimated $250K sold.

Arkos Global Advisors first reported a position in CRM in Q2 2020 and held it in 11 quarters. The position peaked at $666K in Q1 2024. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Arkos Global Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Arkos Global Advisors sold 945 Salesforce shares in Q1 2026, an estimated $250K.
  • Arkos Global Advisors first reported a position in Salesforce in Q2 2020 and held it in 11 quarters.
  • Arkos Global Advisors's Salesforce position peaked at $666K in Q1 2024.
  • 2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.