ARS Wealth Advisors Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1886707 St. Petersburg, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$380,057

-$198,059 QoQ

Shares Held

2,426

-21.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,701

of 2,451 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ARS Wealth Advisors Group, LLC holds $589,898 across 2 Software - Application names. CRM ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	2,426	$380,057
2	ADP	Automatic Data Processing Inc	937	$209,841

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,057	2,426	-21.7%	Shares	Sole	2026-07-16
2026-03-31	$578,116	3,097	-8.8%	Shares	Sole	2026-04-15
2025-12-31	$899,104	3,394	-5.1%	Shares	Sole	2026-01-12
2025-09-30	$847,275	3,575	+6.3%	Shares	Sole	2025-10-06
2025-06-30	$916,783	3,362	+9.4%	Shares	Sole	2025-07-10
2025-03-31	$824,401	3,072	+7.1%	Shares	Sole	2025-04-14
2024-12-31	$958,858	2,868	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$780,620	2,852	-0.3%	Shares	Sole	2024-10-15
2024-06-30	$735,563	2,861	-7.0%	Shares	Sole	2024-07-19
2024-03-31	$926,730	3,077	-3.4%	Shares	Sole	2024-05-13
2023-12-31	$838,364	3,186	-14.8%	Shares	Sole	2024-02-06
2023-09-30	$758,397	3,740	+5.9%	Shares	Sole	2023-10-26
2023-06-30	$745,747	3,530	-19.0%	Shares	Sole	2023-07-18
2023-03-31	$871,040	4,360	-19.4%	Shares	Sole	2023-05-11
2022-12-31	$716,914	5,407	-30.1%	Shares	Sole	2023-02-13
2022-09-30	$1,111,883	7,730	-9.9%	Shares	Sole	2022-11-14
2022-06-30	$1,416,208	8,581	-3.6%	Shares	Sole	2022-08-15
2022-03-31	$1,890,497	8,904	-4.4%	Shares	Sole	2022-05-12
2021-12-31	$2,367,729	9,317	-1.2%	Shares	Sole	2022-02-08
2021-09-30	$2,558,147	9,432	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.