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IMG Wealth Management’s Salesforce CRM Stock Holding History

IMG Wealth Management’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 		$313 Sell
2
-6
-75% -$1.05K ﹤0.01% 527
2026
Q1 		$1.49K Sell
8
-133
-94% -$27.6K ﹤0.01% 457
2025
Q4 		$37.4K Buy
141
+84
+147% +$20.9K 0.02% 185
2025
Q3 		$13.5K Hold
57
– – 0.01% 236
2025
Q2 		$15.5K Buy
57
+55
+2,750% +$14.7K 0.01% 219
2025
Q1 		$537 Hold
2
– – ﹤0.01% 282
2024
Q4 		$669 Buy
+2
New +$638 ﹤0.01% 244

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

IMG Wealth Management's CRM Position: Q2 2026 in Review

IMG Wealth Management reduced its Salesforce (CRM) stake by 75% in Q2 2026, selling an estimated $1.05K and leaving 2 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #527.

IMG Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IMG Wealth Management held 2 shares of Salesforce worth $313 as of Q2 2026.
  • IMG Wealth Management sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
  • Salesforce made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #527 holding.
  • IMG Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Salesforce position peaked at $37.4K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.