Advisory Resource Group

Position in CRM — Salesforce, Inc.

CIK 1764968 Tulsa, OK

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$6,061,488

-$576,497 QoQ

Shares Held

38,692

+8.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#581

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Resource Group holds $11,185,297 across 4 Software - Application names. CRM ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	38,692	$6,061,488
2	CDNS	Cadence Design Systems Inc	5,657	$2,123,185
3	UBER	Uber Technologies, Inc	23,198	$1,673,967
4	SHOP	Shopify Inc.	11,619	$1,326,657

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,061,488	38,692	+8.8%	Shares	Sole	2026-07-14
2026-03-31	$6,637,985	35,560	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.