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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IAG Wealth Partners's CRM Position: Q1 2026 in Review

IAG Wealth Partners held its Salesforce (CRM) position steady in Q1 2026 at 130 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

IAG Wealth Partners first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.1K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • IAG Wealth Partners held 130 shares of Salesforce worth $24.3K as of Q1 2026.
  • IAG Wealth Partners left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #283 holding.
  • IAG Wealth Partners first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Salesforce position peaked at $50.1K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.