IAA
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Independent Advisor Alliance’s Salesforce CRM Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-2
Closed -$1K – 601
2020
Q4 		$1K Buy
+2
New +$486 ﹤0.01% 568

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Independent Advisor Alliance's CRM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Salesforce (CRM) stake by 36% in Q1 2026, selling an estimated $2.62M and leaving 22,857 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #352.

Independent Advisor Alliance first reported a position in CRM in Q1 2017 and has held it in 35 quarters since. The position peaked at $14.5M in Q4 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Independent Advisor Alliance held 22,857 shares of Salesforce worth $4.27M as of Q1 2026.
  • Independent Advisor Alliance sold 12,635 Salesforce shares in Q1 2026, an estimated $2.62M.
  • Salesforce made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #352 holding.
  • Independent Advisor Alliance first reported a position in Salesforce in Q1 2017 and has held it in 35 quarters since.
  • Independent Advisor Alliance's Salesforce position peaked at $14.5M in Q4 2024.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.