IAG Wealth Partners’s Salesforce CRM Stock Holding History

IAG Wealth Partners’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	$20.4K	Hold	130	–	–	﹤0.01%	309
2026 Q1	$24.3K	Hold	130	–	–	﹤0.01%	283
2025 Q4	$34.4K	Hold	130	–	–	﹤0.01%	242
2025 Q3	$30.8K	Hold	130	–	–	﹤0.01%	256
2025 Q2	$35.5K	Sell	130 -20	-13%	-$5.35K	﹤0.01%	225
2025 Q1	$40.3K	Hold	150	–	–	0.01%	216
2024 Q4	$50.1K	Hold	150	–	–	0.01%	190
2024 Q3	$41.1K	Hold	150	–	–	0.01%	209
2024 Q2	$38.6K	Buy	150 +20	+15%	+$5.35K	0.01%	204
2024 Q1	$39.2K	Hold	130	–	–	0.01%	185
2023 Q4	$34.2K	Hold	130	–	–	0.01%	189
2023 Q3	$26.4K	Sell	130 -20	-13%	-$4.32K	0.01%	203
2023 Q2	$31.7K	Buy	150 +30	+25%	+$6.12K	0.01%	198
2023 Q1	$24K	Buy	120 +100	+500%	+$16.9K	0.01%	206
2022 Q4	$2.65K	Sell	20 -58	-74%	-$8.46K	﹤0.01%	391
2022 Q3	$11K	Buy	78 +58	+290%	+$9.84K	﹤0.01%	267
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	366
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	365
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	343
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	310
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	314
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	308
2020 Q4	$5K	Hold	20	–	–	﹤0.01%	294
2020 Q3	$6K	Hold	20	–	–	﹤0.01%	271
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	294
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	302
2019 Q4	$4K	Buy	+20	New	+$3.13K	﹤0.01%	320

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IAG Wealth Partners's CRM Position: Q2 2026 in Review

IAG Wealth Partners held its Salesforce (CRM) position steady in Q2 2026 at 130 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

IAG Wealth Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $50.1K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

IAG Wealth Partners held 130 shares of Salesforce worth $20.4K as of Q2 2026.
IAG Wealth Partners left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #309 holding.
IAG Wealth Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Salesforce position peaked at $50.1K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.