IFS Advisors’s Salesforce CRM Stock Holding History

IFS 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	$626	Hold	4	–	–	﹤0.01%	206
2026 Q1	$746	Hold	4	–	–	﹤0.01%	198
2025 Q4	$1.06K	Hold	4	–	–	﹤0.01%	172
2025 Q3	$948	Hold	4	–	–	﹤0.01%	160
2025 Q2	$1.09K	Hold	4	–	–	﹤0.01%	152
2025 Q1	$1.07K	Buy	4 +1	+33%	+$311	﹤0.01%	176
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	164
2024 Q3	$821	Hold	3	–	–	﹤0.01%	137
2024 Q2	$771	Hold	3	–	–	﹤0.01%	136
2024 Q1	$903	Hold	3	–	–	﹤0.01%	133
2023 Q4	$789	Hold	3	–	–	﹤0.01%	131
2023 Q3	$608	Hold	3	–	–	﹤0.01%	132
2023 Q2	$633	Hold	3	–	–	﹤0.01%	133
2023 Q1	$599	Hold	3	–	–	﹤0.01%	109
2022 Q4	$397	Hold	3	–	–	﹤0.01%	122
2022 Q3	$0	Hold	3	–	–	﹤0.01%	108
2022 Q2	$0	Hold	3	–	–	﹤0.01%	107
2022 Q1	$0	Hold	3	–	–	﹤0.01%	115
2021 Q4	$0	Buy	+3	New	+$843	﹤0.01%	125

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IFS Advisors's CRM Position: Q2 2026 in Review

IFS Advisors held its Salesforce (CRM) position steady in Q2 2026 at 4 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #206.

IFS Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

IFS Advisors held 4 shares of Salesforce worth $626 as of Q2 2026.
IFS Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #206 holding.
IFS Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
IFS Advisors's Salesforce position peaked at $1.09K in Q2 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.