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IFG Advisory’s Salesforce CRM Stock Holding History

IFG Advisory’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 		$578K Buy
+3,687
New +$648K 0.02% 570
2026
Q1 		– Sell
-2,933
Closed -$777K – 429
2025
Q4 		$777K Buy
2,933
+588
+25% +$146K 0.03% 417
2025
Q3 		$556K Buy
2,345
+66
+3% +$16.6K 0.03% 473
2025
Q2 		$622K Buy
2,279
+14
+0.6% +$3.74K 0.03% 434
2025
Q1 		$608K Sell
2,265
-4
-0.2% -$1.24K 0.03% 398
2024
Q4 		$758K Buy
+2,269
New +$724K 0.04% 336
2024
Q3 		– Sell
-2,211
Closed -$569K – 427
2024
Q2 		$569K Buy
+2,211
New +$592K 0.04% 375
2024
Q1 		– Sell
-2,195
Closed -$578K – 410
2023
Q4 		$578K Buy
2,195
+268
+14% +$60.7K 0.04% 340
2023
Q3 		$391K Buy
+1,927
New +$416K 0.03% 392
2023
Q2 		– Sell
-1,869
Closed -$373K – 350
2023
Q1 		$373K Sell
1,869
-24
-1% -$4.05K 0.03% 371
2022
Q4 		$250K Sell
1,893
-1,380
-42% -$201K 0.02% 427
2022
Q3 		$470K Buy
3,273
+1,659
+103% +$281K 0.04% 323
2022
Q2 		$266K Buy
1,614
+184
+13% +$32.5K 0.03% 395
2022
Q1 		$303K Buy
1,430
+515
+56% +$111K 0.03% 399
2021
Q4 		$232K Sell
915
-9
-1% -$2.53K 0.02% 452
2021
Q3 		$250K Sell
924
-44
-5% -$11.2K 0.03% 423
2021
Q2 		$236K Sell
968
-1,306
-57% -$301K 0.03% 428
2021
Q1 		$481K Buy
2,274
+315
+16% +$70.1K 0.06% 304
2020
Q4 		$435K Sell
1,959
-189
-9% -$46K 0.06% 285
2020
Q3 		$539K Buy
2,148
+85
+4% +$18.6K 0.09% 225
2020
Q2 		$386K Buy
+2,063
New +$348K 0.07% 252
2019
Q3 		– Sell
-1,621
Closed -$245K – 408
2019
Q2 		$245K Buy
+1,621
New +$254K 0.04% 303

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 Advisory's CRM Position: Q2 2026 in Review

IFG Advisory opened a new position in Salesforce (CRM) in Q2 2026: 3,687 shares worth $578K. The stake represents 0.02% of the portfolio and ranks #570 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CRM as recently as Q4 2025.

IFG Advisory first reported a position in CRM in Q2 2019 and has held it in 22 quarters since. The position peaked at $777K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IFG Advisory held 3,687 shares of Salesforce worth $578K as of Q2 2026.
  • Salesforce was a new IFG Advisory position in Q2 2026.
  • Salesforce made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #570 holding.
  • IFG Advisory first reported a position in Salesforce in Q2 2019 and has held it in 22 quarters since.
  • IFG Advisory's Salesforce position peaked at $777K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.