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Advisory Resource Group

SEC CIK
0001764968
Latest filing
Jul 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Advisory Resource Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
38,692
Value
$6.06M
% of portfolio
0.9%
Quarters held
2
Since Q1 2026
Holdings of CRM by Advisory Resource Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,692$6.06M0.9%+3,132+8.8%AddedHolders
Q1 202635,560$6.64M1.1%+35,560NewHolders