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Independence Wealth Advisors (Ohio)’s Salesforce CRM Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-1,356
Closed -$253K – 90
2026
Q1 		$253K Sell
1,356
-61
-4% -$12.6K 0.13% 72
2025
Q4 		$375K Buy
+1,417
New +$352K 0.21% 53

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

Independence Wealth Advisors (Ohio)'s CRM Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,356 shares — an estimated $253K sold.

Independence Wealth Advisors (Ohio) first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $375K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 1,356 Salesforce shares in Q2 2026, an estimated $253K.
  • Independence Wealth Advisors (Ohio) first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Salesforce position peaked at $375K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.