Arvest Bank Trust Division’s Salesforce CRM Stock Holding History

Arvest Bank Trust Division’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	–	Sell	-1,297	Closed	-$344K	–	224
2025 Q4	$344K	Sell	1,297 -39,034	-97%	-$9.7M	0.02%	168
2025 Q3	$9.56M	Sell	40,331 -4,897	-11%	-$1.24M	0.53%	55
2025 Q2	$12.3M	Sell	45,228 -21,380	-32%	-$5.72M	0.72%	44
2025 Q1	$17.9M	Buy	66,608 +64,728	+3,443%	+$20.1M	1.13%	26
2024 Q4	$629K	Buy	1,880 +492	+35%	+$157K	0.04%	120
2024 Q3	$380K	Buy	+1,388	New	+$356K	0.02%	136
2021 Q3	$388K	Buy	1,431 +109	+8%	+$27.7K	0.02%	123
2021 Q2	$323K	Buy	+1,322	New	+$305K	0.02%	128

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

Arvest Bank Trust Division's CRM Position: Q1 2026 in Review

Arvest Bank Trust Division sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,297 shares — an estimated $344K sold.

Arvest Bank Trust Division first reported a position in CRM in Q2 2021 and held it in 8 quarters. The position peaked at $17.9M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Arvest Bank Trust Division reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Arvest Bank Trust Division sold 1,297 Salesforce shares in Q1 2026, an estimated $344K.
Arvest Bank Trust Division first reported a position in Salesforce in Q2 2021 and held it in 8 quarters.
Arvest Bank Trust Division's Salesforce position peaked at $17.9M in Q1 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Arvest Bank Trust Division's 13F filing for Q1 2026, filed 13 May 2026.