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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
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 $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

IFC Advisors's CRM Position: Q1 2026 in Review

IFC Advisors increased its Salesforce (CRM) stake by 32% in Q1 2026, buying an estimated $77.9K and bringing the position to 1,552 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #125.

IFC Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • IFC Advisors held 1,552 shares of Salesforce worth $290K as of Q1 2026.
  • IFC Advisors bought 376 Salesforce shares in Q1 2026, an estimated $77.9K.
  • Salesforce made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #125 holding.
  • IFC Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Salesforce position peaked at $1.21M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.