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ARS Wealth Advisors Group’s Salesforce CRM Stock Holding History

ARS Wealth Advisors 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 		$380K Sell
2,426
-671
-22% -$118K 0.03% 162
2026
Q1 		$578K Sell
3,097
-297
-9% -$61.5K 0.05% 119
2025
Q4 		$899K Sell
3,394
-181
-5% -$45K 0.08% 87
2025
Q3 		$847K Buy
3,575
+213
+6% +$53.7K 0.08% 84
2025
Q2 		$917K Buy
3,362
+290
+9% +$77.5K 0.11% 78
2025
Q1 		$824K Buy
3,072
+204
+7% +$63.5K 0.12% 66
2024
Q4 		$959K Buy
2,868
+16
+0.6% +$5.11K 0.13% 68
2024
Q3 		$781K Sell
2,852
-9
-0.3% -$2.31K 0.1% 81
2024
Q2 		$735K Sell
2,861
-216
-7% -$57.8K 0.1% 77
2024
Q1 		$927K Sell
3,077
-109
-3% -$31.4K 0.13% 71
2023
Q4 		$838K Sell
3,186
-554
-15% -$125K 0.12% 71
2023
Q3 		$758K Buy
3,740
+210
+6% +$45.4K 0.12% 74
2023
Q2 		$746K Sell
3,530
-830
-19% -$169K 0.12% 77
2023
Q1 		$871K Sell
4,360
-1,047
-19% -$177K 0.16% 61
2022
Q4 		$717K Sell
5,407
-2,323
-30% -$339K 0.12% 72
2022
Q3 		$1.11M Sell
7,730
-851
-10% -$144K 0.17% 71
2022
Q2 		$1.42M Sell
8,581
-323
-4% -$57.1K 0.19% 75
2022
Q1 		$1.89M Sell
8,904
-413
-4% -$88.9K 0.33% 44
2021
Q4 		$2.37M Sell
9,317
-115
-1% -$32.3K 0.4% 40
2021
Q3 		$2.56M Buy
+9,432
New +$2.4M 0.46% 39

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

ARS Wealth Advisors Group's CRM Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $118K and leaving 2,426 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #162.

ARS Wealth Advisors Group first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q3 2021. 942 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • ARS Wealth Advisors Group held 2,426 shares of Salesforce worth $380K as of Q2 2026.
  • ARS Wealth Advisors Group sold 671 Salesforce shares in Q2 2026, an estimated $118K.
  • Salesforce made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #162 holding.
  • ARS Wealth Advisors Group first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Salesforce position peaked at $2.56M in Q3 2021.
  • 942 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.