IFP Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.42M | Buy |
34,622
+3,084
| +10% | +$542K | 0.1% | 224 |
|
|
2026
Q1 | $5.89M | Buy |
31,538
+8,445
| +37% | +$1.75M | 0.12% | 192 |
|
|
2025
Q4 | $6.12M | Buy |
23,093
+197
| +0.9% | +$49K | 0.14% | 157 |
|
|
2025
Q3 | $5.43M | Buy |
22,896
+3,386
| +17% | +$854K | 0.14% | 158 |
|
|
2025
Q2 | $5.32M | Buy |
19,510
+8,483
| +77% | +$2.27M | 0.15% | 146 |
|
|
2025
Q1 | $2.96M | Buy |
11,027
+1,294
| +13% | +$402K | 0.09% | 256 |
|
|
2024
Q4 | $3.25M | Buy |
9,733
+1,739
| +22% | +$555K | 0.11% | 215 |
|
|
2024
Q3 | $2.19M | Sell |
7,994
-191
| -2% | -$48.9K | 0.08% | 278 |
|
|
2024
Q2 | $2.1M | Buy |
8,185
+1,982
| +32% | +$530K | 0.08% | 250 |
|
|
2024
Q1 | $1.87M | Buy |
6,203
+1,891
| +44% | +$546K | 0.08% | 267 |
|
|
2023
Q4 | $1.13M | Buy |
4,312
+221
| +5% | +$50K | 0.05% | 360 |
|
|
2023
Q3 | $830K | Sell |
4,091
-3,215
| -44% | -$695K | 0.04% | 440 |
|
|
2023
Q2 | $1.54M | Buy |
7,306
+2,458
| +51% | +$502K | 0.06% | 311 |
|
|
2023
Q1 | $325K | Sell |
4,848
-8,253
| -63% | -$1.39M | 0.01% | 745 |
|
|
2022
Q4 | $930K | Sell |
13,101
-6,077
| -32% | -$887K | 0.02% | 646 |
|
|
2022
Q3 | $1.42M | Buy |
19,178
+1,945
| +11% | +$330K | 0.04% | 517 |
|
|
2022
Q2 | $1.28M | Hold |
17,233
| – | – | 0.04% | 499 |
|
|
2022
Q1 | $1.28M | Buy |
17,233
+2,759
| +19% | +$594K | 0.04% | 499 |
|
|
2021
Q4 | $3.71M | Buy |
14,474
+5,429
| +60% | +$1.53M | 0.07% | 159 |
|
|
2021
Q3 | $2.46M | Sell |
9,045
-3,034
| -25% | -$771K | 0.05% | 219 |
|
|
2021
Q2 | $2.94M | Buy |
12,079
+4,370
| +57% | +$1.01M | 0.06% | 181 |
|
|
2021
Q1 | $1.64M | Buy |
7,709
+871
| +13% | +$194K | 0.03% | 265 |
|
|
2020
Q4 | $1.52M | Buy |
6,838
+331
| +5% | +$80.5K | 0.06% | 255 |
|
|
2020
Q3 | $1.65M | Buy |
6,507
+600
| +10% | +$131K | 0.1% | 201 |
|
|
2020
Q2 | $1.08M | Buy |
5,907
+480
| +9% | +$80.9K | 0.09% | 243 |
|
|
2020
Q1 | $841K | Sell |
5,427
-9,029
| -62% | -$1.55M | 0.08% | 241 |
|
|
2019
Q4 | $2.38M | Buy |
14,456
+7,555
| +109% | +$1.18M | 0.18% | 133 |
|
|
2019
Q3 | $1.02M | Buy |
+6,901
| New | +$1.05M | 0.07% | 297 |
|
|
2019
Q1 | $57K | Sell |
357
-4,615
| -93% | -$715K | 0.01% | 908 |
|
|
2018
Q4 | $670K | Buy |
4,972
+2,444
| +97% | +$336K | 0.04% | 454 |
|
|
2018
Q3 | $402K | Sell |
2,528
-3,347
| -57% | -$497K | 0.02% | 766 |
|
|
2018
Q2 | $801K | Buy |
5,875
+252
| +4% | +$32.1K | 0.03% | 485 |
|
|
2018
Q1 | $575K | Hold |
5,623
| – | – | 0.03% | 569 |
|
|
2017
Q4 | $575K | Sell |
5,623
-374
| -6% | -$38.1K | 0.03% | 568 |
|
|
2017
Q3 | $560K | Buy |
5,997
+138
| +2% | +$12.7K | 0.02% | 644 |
|
|
2017
Q2 | $507K | Sell |
5,859
-783
| -12% | -$68.2K | 0.02% | 673 |
|
|
2017
Q1 | $548K | Buy |
6,642
+630
| +10% | +$50.3K | 0.02% | 630 |
|
|
2016
Q4 | $412K | Buy |
6,012
+571
| +10% | +$41.4K | 0.02% | 704 |
|
|
2016
Q3 | $388K | Sell |
5,441
-1,307
| -19% | -$102K | 0.02% | 677 |
|
|
2016
Q2 | $536K | Buy |
6,748
+6,391
| +1,790% | +$502K | 0.03% | 522 |
|
|
2016
Q1 | $57K | Sell |
357
-5,597
| -94% | -$385K | 0.01% | 908 |
|
|
2015
Q4 | $467K | Buy |
+5,954
| New | +$465K | 0.03% | 516 |
|
Other funds holding CRM
IFP Advisors's CRM Position: Q2 2026 in Review
IFP Advisors increased its Salesforce (CRM) stake by 9.8% in Q2 2026, buying an estimated $542K and bringing the position to 34,622 shares worth $5.42M. The position accounts for 0.1% of the portfolio, ranked #224.
IFP Advisors first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.12M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- IFP Advisors held 34,622 shares of Salesforce worth $5.42M as of Q2 2026.
- IFP Advisors bought 3,084 Salesforce shares in Q2 2026, an estimated $542K.
- Salesforce made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #224 holding.
- IFP Advisors first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Salesforce position peaked at $6.12M in Q4 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.