Independent Advisor Alliance’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 | $3.43M | Sell |
21,886
-971
| -4% | -$171K | 0.08% | 181 |
|
|
2026
Q1 | $4.27M | Sell |
22,857
-12,635
| -36% | -$2.62M | 0.05% | 352 |
|
|
2025
Q4 | $9.4M | Sell |
35,492
-7,634
| -18% | -$1.9M | 0.23% | 63 |
|
|
2025
Q3 | $10.2M | Sell |
43,126
-1,291
| -3% | -$326K | 0.27% | 54 |
|
|
2025
Q2 | $12.1M | Buy |
44,417
+533
| +1% | +$142K | 0.35% | 43 |
|
|
2025
Q1 | $11.8M | Buy |
43,884
+541
| +1% | +$168K | 0.39% | 42 |
|
|
2024
Q4 | $14.5M | Buy |
43,343
+8,240
| +23% | +$2.63M | 0.19% | 114 |
|
|
2024
Q3 | $9.61M | Buy |
35,103
+2,107
| +6% | +$540K | 0.35% | 51 |
|
|
2024
Q2 | $8.48M | Buy |
32,996
+476
| +1% | +$127K | 0.29% | 62 |
|
|
2024
Q1 | $9.79M | Buy |
32,520
+2,989
| +10% | +$862K | 0.35% | 53 |
|
|
2023
Q4 | $7.77M | Sell |
29,531
-578
| -2% | -$131K | 0.28% | 66 |
|
|
2023
Q3 | $6.11M | Sell |
30,109
-120
| -0.4% | -$25.9K | 0.28% | 68 |
|
|
2023
Q2 | $6.39M | Buy |
30,229
+8,646
| +40% | +$1.76M | 0.28% | 67 |
|
|
2023
Q1 | $4.31M | Sell |
21,583
-1,063
| -5% | -$180K | 0.21% | 96 |
|
|
2022
Q4 | $3K | Sell |
22,646
-2,959
| -12% | -$432K | ﹤0.01% | 215 |
|
|
2022
Q3 | $3.68M | Sell |
25,605
-628
| -2% | -$106K | 0.21% | 95 |
|
|
2022
Q2 | $4.33M | Sell |
26,233
-16,231
| -38% | -$2.87M | 0.24% | 93 |
|
|
2022
Q1 | $9.02M | Sell |
42,464
-295
| -0.7% | -$63.5K | 0.43% | 56 |
|
|
2021
Q4 | $10.9M | Buy |
42,759
+3,011
| +8% | +$846K | 0.54% | 46 |
|
|
2021
Q3 | $10.8M | Buy |
39,748
+2,451
| +7% | +$622K | 0.6% | 38 |
|
|
2021
Q2 | $9.11M | Sell |
37,297
-2,973
| -7% | -$685K | 0.5% | 46 |
|
|
2021
Q1 | $8.53M | Buy |
40,270
+5,516
| +16% | +$1.23M | 0.51% | 49 |
|
|
2020
Q4 | $7.73M | Buy |
34,754
+435
| +1% | +$106K | 0.52% | 45 |
|
|
2020
Q3 | $8.63M | Buy |
34,319
+23,013
| +204% | +$5.04M | 0.65% | 39 |
|
|
2020
Q2 | $2.12M | Buy |
11,306
+2,689
| +31% | +$453K | 0.23% | 91 |
|
|
2020
Q1 | $1.24M | Buy |
8,617
+1,777
| +26% | +$305K | 0.18% | 100 |
|
|
2019
Q4 | $1.11M | Sell |
6,840
-487
| -7% | -$76.3K | 0.05% | 341 |
|
|
2019
Q3 | $1.09M | Buy |
7,327
+233
| +3% | +$35.4K | 0.13% | 146 |
|
|
2019
Q2 | $1.08M | Buy |
7,094
+1,029
| +17% | +$161K | 0.16% | 132 |
|
|
2019
Q1 | $961K | Sell |
6,065
-3,067
| -34% | -$475K | 0.14% | 149 |
|
|
2018
Q4 | $1.25M | Buy |
9,132
+1,233
| +16% | +$170K | 0.22% | 100 |
|
|
2018
Q3 | $1.25M | Buy |
7,899
+5,424
| +219% | +$805K | 0.22% | 103 |
|
|
2018
Q2 | $329K | Buy |
2,475
+447
| +22% | +$57K | 0.07% | 233 |
|
|
2018
Q1 | $234K | Buy |
2,028
+121
| +6% | +$13.9K | 0.05% | 293 |
|
|
2017
Q4 | $208K | Buy |
+1,907
| New | +$194K | 0.05% | 293 |
|
|
2017
Q2 | – | Sell |
-2,378
| Closed | -$203K | – | 261 |
|
|
2017
Q1 | $203K | Buy |
+2,378
| New | +$190K | 0.03% | 379 |
|
Other funds holding CRM
Independent Advisor Alliance's CRM Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $171K and leaving 21,886 shares worth $3.43M. The position accounts for 0.08% of the portfolio, ranked #181.
Independent Advisor Alliance first reported a position in CRM in Q1 2017 and has held it in 36 quarters since. The position peaked at $14.5M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Independent Advisor Alliance held 21,886 shares of Salesforce worth $3.43M as of Q2 2026.
- Independent Advisor Alliance sold 971 Salesforce shares in Q2 2026, an estimated $171K.
- Salesforce made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #181 holding.
- Independent Advisor Alliance first reported a position in Salesforce in Q1 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's Salesforce position peaked at $14.5M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.