Arvest Investments’s Salesforce CRM Stock Holding History

Arvest Investments’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	–	Sell	-5,242	Closed	-$979K	–	222
2026 Q1	$979K	Buy	5,242 +1,196	+30%	+$248K	0.13%	105
2025 Q4	$1.07M	Sell	4,046 -3,318	-45%	-$825K	0.15%	98
2025 Q3	$1.75M	Buy	7,364 +156	+2%	+$39.3K	0.25%	70
2025 Q2	$1.97M	Sell	7,208 -422	-6%	-$113K	0.3%	63
2025 Q1	$2.05M	Buy	7,630 +6,643	+673%	+$2.07M	0.32%	63
2024 Q4	$330K	Buy	987 +24	+2%	+$7.66K	0.05%	129
2024 Q3	$264K	Buy	963 +145	+18%	+$37.1K	0.04%	126
2024 Q2	$210K	Buy	818 +122	+18%	+$32.6K	0.03%	123
2024 Q1	$210K	Sell	696 -25	-3%	-$7.21K	0.03%	119
2023 Q4	$190K	Buy	+721	New	+$163K	0.03%	118

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arvest Investments's CRM Position: Q2 2026 in Review

Arvest Investments sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,242 shares — an estimated $979K sold.

Arvest Investments first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $2.05M in Q1 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Arvest Investments reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Arvest Investments sold 5,242 Salesforce shares in Q2 2026, an estimated $979K.
Arvest Investments first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
Arvest Investments's Salesforce position peaked at $2.05M in Q1 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.