Arrowroot Family Office’s Salesforce CRM Stock Holding History

Arrowroot Family Office’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	$825K	Sell	4,418 -708	-14%	-$147K	0.27%	79
2025 Q4	$1.36M	Sell	5,126 -870	-15%	-$216K	0.49%	48
2025 Q3	$1.42M	Buy	5,996 +441	+8%	+$111K	0.57%	41
2025 Q2	$1.51M	Buy	+5,555	New	+$1.49M	0.68%	37
2024 Q4	$1.87M	Buy	5,582 +888	+19%	+$283K	0.97%	26
2024 Q3	$1.28M	Buy	4,694 +156	+3%	+$40K	0.75%	36
2024 Q2	$1.17M	Buy	4,538 +185	+4%	+$49.5K	0.75%	37
2024 Q1	$1.31M	Sell	4,353 -146	-3%	-$42.1K	0.84%	35
2023 Q4	$1.18M	Sell	4,499 -858	-16%	-$194K	0.84%	36
2023 Q3	$1.09M	Sell	5,357 -1,430	-21%	-$309K	0.86%	37
2023 Q2	$1.43M	Sell	6,787 -232	-3%	-$47.4K	1.09%	29
2023 Q1	$1.4M	Buy	+7,019	New	+$1.19M	1.2%	25

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Arrowroot Family Office's CRM Position: Q1 2026 in Review

Arrowroot Family Office reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $147K and leaving 4,418 shares worth $825K. The position accounts for 0.27% of the portfolio, ranked #79.

Arrowroot Family Office first reported a position in CRM in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Arrowroot Family Office held 4,418 shares of Salesforce worth $825K as of Q1 2026.
Arrowroot Family Office sold 708 Salesforce shares in Q1 2026, an estimated $147K.
Salesforce made up 0.27% of Arrowroot Family Office's portfolio in Q1 2026, its #79 holding.
Arrowroot Family Office first reported a position in Salesforce in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Salesforce position peaked at $1.87M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.