Advisor Resource Council

Position in CRM — Salesforce, Inc.

CIK 1820879 DALLAS, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$316,296

-$83,551 QoQ

Shares Held

2,019

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,814

of 2,451 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor Resource Council holds $624,537 across 2 Software - Application names. CRM ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	2,019	$316,296
2	PEGA	Pegasystems Inc	10,285	$308,241

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,296	2,019	-5.7%	Shares	Sole	2026-07-28
2026-03-31	$399,847	2,142	+6.4%	Shares	Sole	2026-05-07
2025-12-31	$533,263	2,013	+0.5%	Shares	Sole	2026-02-10
2025-06-30	$546,198	2,003	-86.0%	Shares	Sole	2025-08-11
2025-03-31	$3,849,087	14,343	+255.6%	Shares	Sole	2025-04-22
2024-09-30	$1,103,872	4,033	+9.2%	Shares	Sole	2024-10-31
2024-03-31	$1,112,257	3,693	-58.0%	Shares	Sole	2024-04-19
2023-12-31	$2,316,421	8,803	+284.6%	Shares	Sole	2024-01-12
2023-09-30	$464,163	2,289	-4.7%	Shares	Sole	2023-10-25
2023-06-30	$507,446	2,402	+68.1%	Shares	Sole	2023-07-14
2023-03-31	$285,485	1,429	-20.4%	Shares	Sole	2023-04-25
2022-09-30	$258,192	1,795	-36.4%	Shares	Sole	2022-10-26
2022-06-30	$465,907	2,823	-51.4%	Shares	Sole	2022-07-27
2022-03-31	$1,232,092	5,803	-20.6%	Shares	Sole	2022-04-20
2021-12-31	$1,857,690	7,310	+24.3%	Shares	Sole	2022-02-11
2021-09-30	$1,594,502	5,879	-7.5%	Shares	Sole	2021-11-16
2021-06-30	$1,553,068	6,358	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.