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Arlington Trust’s Salesforce CRM Stock Holding History

Arlington Trust’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 		$23.2K Sell
148
-419
-74% -$73.7K ﹤0.01% 370
2026
Q1 		$106K Buy
567
+112
+25% +$23.2K 0.01% 150
2025
Q4 		$121K Sell
455
-31
-6% -$7.7K 0.01% 126
2025
Q3 		$115K Buy
486
+13
+3% +$3.28K 0.02% 249
2025
Q2 		$129K Sell
473
-33
-7% -$8.82K 0.03% 236
2025
Q1 		$136K Buy
506
+419
+482% +$130K 0.03% 219
2024
Q4 		$29.1K Buy
87
+40
+85% +$12.8K 0.01% 393
2024
Q3 		$12.9K Hold
47
– – ﹤0.01% 436
2024
Q2 		$12.1K Hold
47
– – ﹤0.01% 434
2024
Q1 		$14.2K Sell
47
-18
-28% -$5.19K ﹤0.01% 359
2023
Q4 		$17.1K Sell
65
-12,721
-99% -$2.88M ﹤0.01% 364
2023
Q3 		$2.59M Buy
+12,786
New +$2.76M 1.06% 40

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 Trust's CRM Position: Q2 2026 in Review

Arlington Trust reduced its Salesforce (CRM) stake by 74% in Q2 2026, selling an estimated $73.7K and leaving 148 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Arlington Trust first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Arlington Trust held 148 shares of Salesforce worth $23.2K as of Q2 2026.
  • Arlington Trust sold 419 Salesforce shares in Q2 2026, an estimated $73.7K.
  • Salesforce made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #370 holding.
  • Arlington Trust first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Arlington Trust's Salesforce position peaked at $2.59M in Q3 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.