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Arrow Financial’s Salesforce CRM Stock Holding History

Arrow Financial’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 		$3.25M Buy
17,398
+1,852
+12% +$384K 0.33% 49
2025
Q4 		$4.12M Sell
15,546
-155
-1% -$38.5K 0.41% 43
2025
Q3 		$3.72M Sell
15,701
-125
-0.8% -$31.5K 0.38% 43
2025
Q2 		$4.32M Sell
15,826
-404
-2% -$108K 0.45% 41
2025
Q1 		$4.36M Sell
16,230
-9,993
-38% -$3.11M 0.49% 38
2024
Q4 		$8.77M Sell
26,223
-12
-0% -$3.83K 0.83% 26
2024
Q3 		$7.18M Buy
26,235
+985
+4% +$252K 0.66% 33
2024
Q2 		$6.49M Buy
25,250
+538
+2% +$144K 0.63% 33
2024
Q1 		$7.44M Sell
24,712
-1,867
-7% -$539K 0.74% 31
2023
Q4 		$6.99M Sell
26,579
-31
-0.1% -$7.02K 0.73% 31
2023
Q3 		$5.4M Sell
26,610
-283
-1% -$61.1K 0.63% 38
2023
Q2 		$5.68M Sell
26,893
-5,352
-17% -$1.09M 0.69% 38
2023
Q1 		$6.44M Buy
32,245
+1,885
+6% +$318K 0.84% 30
2022
Q4 		$4.03M Buy
30,360
+4,693
+18% +$685K 0.55% 49
2022
Q3 		$3.69M Buy
25,667
+1,278
+5% +$217K 0.54% 45
2022
Q2 		$4.03M Sell
24,389
-222
-0.9% -$39.2K 0.55% 46
2022
Q1 		$5.22M Buy
24,611
+60
+0.2% +$12.9K 0.63% 33
2021
Q4 		$6.24M Sell
24,551
-1,982
-7% -$557K 0.74% 30
2021
Q3 		$7.2M Buy
26,533
+58
+0.2% +$14.7K 0.93% 21
2021
Q2 		$6.47M Sell
26,475
-802
-3% -$185K 0.82% 23
2021
Q1 		$5.78M Sell
27,277
-123
-0.4% -$27.4K 0.77% 29
2020
Q4 		$6.1M Sell
27,400
-192
-0.7% -$46.7K 1.19% 22
2020
Q3 		$6.93M Sell
27,592
-405
-1% -$88.7K 1.47% 17
2020
Q2 		$5.25M Sell
27,997
-698
-2% -$118K 1.14% 22
2020
Q1 		$4.13M Sell
28,695
-841
-3% -$144K 0.98% 27
2019
Q4 		$4.8M Sell
29,536
-986
-3% -$155K 0.94% 29
2019
Q3 		$4.53M Sell
30,522
-1,230
-4% -$187K 0.94% 26
2019
Q2 		$4.82M Sell
31,752
-920
-3% -$144K 1.04% 26
2019
Q1 		$5.17M Sell
32,672
-205
-0.6% -$31.8K 1.2% 20
2018
Q4 		$4.5M Sell
32,877
-147
-0.4% -$20.2K 1.15% 22
2018
Q3 		$5.25M Sell
33,024
-3,482
-10% -$517K 1.1% 20
2018
Q2 		$4.98M Sell
36,506
-1,903
-5% -$243K 1.12% 20
2018
Q1 		$4.47M Sell
38,409
-664
-2% -$76.3K 1.04% 23
2017
Q4 		$4M Sell
39,073
-1,964
-5% -$200K 0.92% 29
2017
Q3 		$3.83M Sell
41,037
-7,940
-16% -$730K 0.91% 30
2017
Q2 		$4.24M Sell
48,977
-1,281
-3% -$112K 1.02% 24
2017
Q1 		$4.15M Sell
50,258
-3,550
-7% -$284K 1.01% 26
2016
Q4 		$3.68M Sell
53,808
-765
-1% -$55.5K 0.91% 29
2016
Q3 		$3.89M Sell
54,573
-7,609
-12% -$593K 0.99% 26
2016
Q2 		$4.94M Sell
62,182
-1,125
-2% -$88.3K 1.29% 19
2016
Q1 		$4.67M Sell
63,307
-6,978
-10% -$481K 1.24% 21
2015
Q4 		$5.51M Sell
70,285
-1,400
-2% -$109K 1.47% 17
2015
Q3 		$4.98M Sell
71,685
-915
-1% -$64.9K 1.41% 18
2015
Q2 		$5.05M Buy
72,600
+2,243
+3% +$160K 1.37% 18
2015
Q1 		$4.7M Sell
70,357
-5,767
-8% -$358K 1.26% 19
2014
Q4 		$4.51M Buy
76,124
+14,265
+23% +$841K 1.23% 19
2014
Q3 		$3.56M Buy
61,859
+2,795
+5% +$157K 0.99% 23
2014
Q2 		$3.43M Buy
59,064
+515
+0.9% +$27.8K 0.93% 28
2014
Q1 		$3.34M Buy
58,549
+10,150
+21% +$607K 0.95% 24
2013
Q4 		$2.67M Buy
48,399
+225
+0.5% +$12K 0.77% 37
2013
Q3 		$2.5M Buy
48,174
+510
+1% +$23.1K 0.77% 42
2013
Q2 		$1.82M Buy
+47,664
New +$1.97M 0.58% 56

Other funds holding CRM

BlackRock
BlackRock New York $5.72T 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 $75B 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

Arrow Financial's CRM Position: Q1 2026 in Review

Arrow Financial increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $384K and bringing the position to 17,398 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #49.

Arrow Financial first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.77M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Arrow Financial held 17,398 shares of Salesforce worth $3.25M as of Q1 2026.
  • Arrow Financial bought 1,852 Salesforce shares in Q1 2026, an estimated $384K.
  • Salesforce made up 0.33% of Arrow Financial's portfolio in Q1 2026, its #49 holding.
  • Arrow Financial first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • Arrow Financial's Salesforce position peaked at $8.77M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.