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IFG Advisors’s Salesforce CRM Stock Holding History

IFG 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 		$359K Hold
2,290
– – 0.05% 120
2026
Q1 		$427K Buy
2,290
+75
+3% +$15.5K 0.07% 100
2025
Q4 		$587K Hold
2,215
– – 0.1% 83
2025
Q3 		$525K Sell
2,215
-1
-0% -$252 0.09% 87
2025
Q2 		$604K Buy
2,216
+501
+29% +$134K 0.1% 80
2025
Q1 		$460K Buy
1,715
+15
+0.9% +$4.67K 0.09% 90
2024
Q4 		$568K Buy
1,700
+300
+21% +$95.7K 0.11% 77
2024
Q3 		$383K Hold
1,400
– – 0.08% 94
2024
Q2 		$360K Buy
1,400
+10
+0.7% +$2.68K 0.09% 93
2024
Q1 		$419K Hold
1,390
– – 0.11% 82
2023
Q4 		$366K Hold
1,390
– – 0.11% 82
2023
Q3 		$282K Hold
1,390
– – 0.1% 94
2023
Q2 		$294K Hold
1,390
– – 0.1% 97
2023
Q1 		$278K Buy
+1,390
New +$235K 0.11% 96
2022
Q4 		– Sell
-1,390
Closed -$200K – 121
2022
Q3 		$200K Buy
1,390
+24
+2% +$4.07K 0.1% 104
2022
Q2 		$225K Sell
1,366
-792
-37% -$140K 0.11% 95
2022
Q1 		$458K Sell
2,158
-1
-0% -$215 0.2% 68
2021
Q4 		$549K Hold
2,159
– – 0.23% 62
2021
Q3 		$586K Buy
2,159
+1
+0% +$254 0.27% 55
2021
Q2 		$527K Buy
2,158
+5
+0.2% +$1.15K 0.25% 54
2021
Q1 		$456K Hold
2,153
– – 0.25% 52
2020
Q4 		$479K Hold
2,153
– – 0.3% 48
2020
Q3 		$541K Hold
2,153
– – 0.38% 42
2020
Q2 		$403K Hold
2,153
– – 0.32% 48
2020
Q1 		$310K Buy
+2,153
New +$369K 0.31% 55

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

IFG Advisors's CRM Position: Q2 2026 in Review

IFG Advisors held its Salesforce (CRM) position steady in Q2 2026 at 2,290 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #120.

IFG Advisors first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $604K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IFG Advisors held 2,290 shares of Salesforce worth $359K as of Q2 2026.
  • IFG Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of IFG Advisors's portfolio in Q2 2026, its #120 holding.
  • IFG Advisors first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • IFG Advisors's Salesforce position peaked at $604K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.