Armstrong Advisory Group’s Salesforce CRM Stock Holding History

Armstrong Advisory Group’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	$45.3K	Sell	289 -26	-8%	-$4.57K	﹤0.01%	445
2026 Q1	$58.8K	Hold	315	–	–	﹤0.01%	388
2025 Q4	$83.5K	Hold	315	–	–	0.01%	329
2025 Q3	$74.7K	Sell	315 -4	-1%	-$1.01K	0.01%	345
2025 Q2	$87K	Sell	319 -24	-7%	-$6.42K	0.01%	308
2025 Q1	$115K	Hold	343	–	–	0.01%	258
2024 Q4	$115K	Buy	343 +77	+29%	+$24.6K	0.01%	258
2024 Q3	$72.9K	Sell	266 -90	-25%	-$23.1K	0.01%	312
2024 Q2	$91.6K	Buy	356 +75	+27%	+$20.1K	0.01%	270
2024 Q1	$73.9K	Hold	281	–	–	0.01%	294
2023 Q4	$73.9K	Buy	281 +99	+54%	+$22.4K	0.01%	294
2023 Q3	$36.9K	Sell	182 -54	-23%	-$11.7K	﹤0.01%	378
2023 Q2	$49.9K	Buy	236 +59	+33%	+$12K	0.01%	342
2023 Q1	$35.4K	Buy	177 +27	+18%	+$4.56K	﹤0.01%	385
2022 Q4	$19.9K	Buy	+150	New	+$21.9K	﹤0.01%	489

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Armstrong Advisory Group's CRM Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Salesforce (CRM) stake by 8.3% in Q2 2026, selling an estimated $4.57K and leaving 289 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Armstrong Advisory Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $115K in Q1 2025. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Armstrong Advisory Group held 289 shares of Salesforce worth $45.3K as of Q2 2026.
Armstrong Advisory Group sold 26 Salesforce shares in Q2 2026, an estimated $4.57K.
Salesforce made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #445 holding.
Armstrong Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Salesforce position peaked at $115K in Q1 2025.
529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.