IFC & Insurance Marketing’s Salesforce CRM Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-90	Closed	-$24K	–	179
2025 Q4	$24K	Buy	+90	New	+$22.4K	0.02%	256

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

IFC & Insurance Marketing's CRM Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Salesforce (CRM) in Q1 2026, closing a stake of 90 shares — an estimated $24K sold.

IFC & Insurance Marketing first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $24K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

IFC & Insurance Marketing reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 90 Salesforce shares in Q1 2026, an estimated $24K.
IFC & Insurance Marketing first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Salesforce position peaked at $24K in Q4 2025.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.