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 Q2	$632K	Sell	4,037 -381	-9%	-$67K	0.18%	100
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowroot Family Office's CRM Position: Q2 2026 in Review

Arrowroot Family Office reduced its Salesforce (CRM) stake by 8.6% in Q2 2026, selling an estimated $67K and leaving 4,037 shares worth $632K. The position accounts for 0.18% of the portfolio, ranked #100.

Arrowroot Family Office first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.87M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Arrowroot Family Office held 4,037 shares of Salesforce worth $632K as of Q2 2026.
Arrowroot Family Office sold 381 Salesforce shares in Q2 2026, an estimated $67K.
Salesforce made up 0.18% of Arrowroot Family Office's portfolio in Q2 2026, its #100 holding.
Arrowroot Family Office first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Salesforce position peaked at $1.87M in Q4 2024.
2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.