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IFC Advisors’s Salesforce CRM Stock Holding History

IFC Advisors’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 		$1.49M Buy
9,489
+7,937
+511% +$1.4M 0.19% 77
2026
Q1 		$290K Buy
1,552
+376
+32% +$77.9K 0.04% 125
2025
Q4 		$312K Sell
1,176
-199
-14% -$49.5K 0.05% 136
2025
Q3 		$326K Sell
1,375
-16
-1% -$4.04K 0.06% 134
2025
Q2 		$379K Sell
1,391
-226
-14% -$60.4K 0.07% 127
2025
Q1 		$434K Sell
1,617
-2,000
-55% -$622K 0.09% 114
2024
Q4 		$1.21M Buy
+3,617
New +$1.15M 0.26% 76

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IFC Advisors's CRM Position: Q2 2026 in Review

IFC Advisors increased its Salesforce (CRM) stake by 511% in Q2 2026, buying an estimated $1.4M and bringing the position to 9,489 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #77.

IFC Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IFC Advisors held 9,489 shares of Salesforce worth $1.49M as of Q2 2026.
  • IFC Advisors bought 7,937 Salesforce shares in Q2 2026, an estimated $1.4M.
  • Salesforce made up 0.19% of IFC Advisors's portfolio in Q2 2026, its #77 holding.
  • IFC Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.