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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IFS Advisors's CRM Position: Q1 2026 in Review

IFS Advisors held its Salesforce (CRM) position steady in Q1 2026 at 4 shares worth $746. The position accounts for ﹤0.01% of the portfolio, ranked #198.

IFS Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

IFS Advisors held 4 shares of Salesforce worth $746 as of Q1 2026.
IFS Advisors left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #198 holding.
IFS Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
IFS Advisors's Salesforce position peaked at $1.09K in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.