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Arlington Financial Advisors’s Salesforce CRM Stock Holding History

Arlington Financial 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 		$3.03M Buy
19,326
+1,726
+10% +$304K 0.38% 42
2026
Q1 		$3.29M Buy
17,600
+1,664
+10% +$345K 0.47% 41
2025
Q4 		$4.22M Sell
15,936
-182
-1% -$45.2K 0.6% 40
2025
Q3 		$3.82M Buy
16,118
+560
+4% +$141K 0.56% 40
2025
Q2 		$4.24M Buy
15,558
+307
+2% +$82.1K 0.69% 39
2025
Q1 		$4.09M Buy
15,251
+53
+0.3% +$16.5K 0.72% 38
2024
Q4 		$5.08M Sell
15,198
-57
-0.4% -$18.2K 1.01% 30
2024
Q3 		$4.18M Buy
15,255
+248
+2% +$63.5K 0.86% 33
2024
Q2 		$3.86M Sell
15,007
-92
-0.6% -$24.6K 0.85% 30
2024
Q1 		$4.55M Sell
15,099
-1,147
-7% -$331K 1% 25
2023
Q4 		$4.27M Buy
16,246
+14
+0.1% +$3.17K 1.28% 25
2023
Q3 		$3.29M Sell
16,232
-83
-0.5% -$17.9K 1.17% 27
2023
Q2 		$3.45M Buy
16,315
+84
+0.5% +$17.1K 1.26% 25
2023
Q1 		$3.24M Buy
16,231
+2,672
+20% +$451K 1.25% 23
2022
Q4 		$1.8M Sell
13,559
-1,987
-13% -$290K 0.76% 30
2022
Q3 		$2.24M Sell
15,546
-440
-3% -$74.6K 1.14% 28
2022
Q2 		$2.64M Buy
15,986
+608
+4% +$107K 1.19% 28
2022
Q1 		$3.27M Buy
15,378
+1,009
+7% +$217K 1.24% 27
2021
Q4 		$3.65M Sell
14,369
-44
-0.3% -$12.4K 1.24% 25
2021
Q3 		$3.91M Sell
14,413
-142
-1% -$36.1K 1.53% 19
2021
Q2 		$3.56M Buy
14,555
+949
+7% +$219K 1.35% 24
2021
Q1 		$2.88M Buy
13,606
+227
+2% +$50.5K 1.17% 29
2020
Q4 		$2.98M Buy
13,379
+161
+1% +$39.2K 1.26% 25
2020
Q3 		$3.32M Buy
13,218
+122
+0.9% +$26.7K 1.7% 18
2020
Q2 		$2.45M Buy
13,096
+1,722
+15% +$290K 1.39% 23
2020
Q1 		$1.64M Buy
+11,374
New +$1.95M 1.17% 26

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

Arlington Financial Advisors's CRM Position: Q2 2026 in Review

Arlington Financial Advisors increased its Salesforce (CRM) stake by 9.8% in Q2 2026, buying an estimated $304K and bringing the position to 19,326 shares worth $3.03M. The position accounts for 0.38% of the portfolio, ranked #42.

Arlington Financial Advisors first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.08M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Arlington Financial Advisors held 19,326 shares of Salesforce worth $3.03M as of Q2 2026.
  • Arlington Financial Advisors bought 1,726 Salesforce shares in Q2 2026, an estimated $304K.
  • Salesforce made up 0.38% of Arlington Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Arlington Financial Advisors first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Arlington Financial Advisors's Salesforce position peaked at $5.08M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.