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Independent Financial Group’s Salesforce CRM Stock Holding History

Independent Financial Group’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 		$3.63M Buy
23,146
+2,142
+10% +$377K 0.07% 291
2026
Q1 		$3.92M Buy
21,004
+1,257
+6% +$260K 0.09% 222
2025
Q4 		$5.23M Sell
19,747
-58
-0.3% -$14.4K 0.12% 164
2025
Q3 		$4.69M Buy
19,805
+1,699
+9% +$429K 0.11% 165
2025
Q2 		$4.94M Buy
18,106
+492
+3% +$132K 0.14% 143
2025
Q1 		$4.73M Sell
17,614
-212
-1% -$65.9K 0.16% 125
2024
Q4 		$5.96M Buy
17,826
+654
+4% +$209K 0.2% 98
2024
Q3 		$4.7M Sell
17,172
-371
-2% -$95K 0.17% 111
2024
Q2 		$4.51M Sell
17,543
-841
-5% -$225K 0.18% 110
2024
Q1 		$5.54M Sell
18,384
-174
-0.9% -$50.2K 0.25% 82
2023
Q4 		$4.88M Sell
18,558
-2,957
-14% -$669K 0.26% 86
2023
Q3 		$4.36M Buy
21,515
+576
+3% +$124K 0.28% 71
2023
Q2 		$4.42M Sell
20,939
-1,533
-7% -$313K 0.31% 59
2023
Q1 		$4.49M Sell
22,472
-1,178
-5% -$199K 0.36% 51
2022
Q4 		$3.14M Sell
23,650
-2,443
-9% -$356K 0.27% 73
2022
Q3 		$3.75M Sell
26,093
-2,120
-8% -$359K 0.34% 49
2022
Q2 		$4.66M Sell
28,213
-68
-0.2% -$12K 0.5% 31
2022
Q1 		$6M Buy
28,281
+1,783
+7% +$384K 0.49% 30
2021
Q4 		$6.73M Buy
26,498
+826
+3% +$232K 0.56% 23
2021
Q3 		$6.96M Sell
25,672
-1,595
-6% -$405K 0.71% 17
2021
Q2 		$6.66M Buy
27,267
+775
+3% +$179K 0.71% 14
2021
Q1 		$5.61M Buy
26,492
+1,765
+7% +$393K 0.73% 17
2020
Q4 		$5.5M Buy
24,727
+3,890
+19% +$946K 0.81% 15
2020
Q3 		$5.24M Sell
20,837
-2,011
-9% -$440K 0.98% 12
2020
Q2 		$4.28M Buy
22,848
+1,287
+6% +$217K 0.94% 13
2020
Q1 		$3.1M Buy
+21,561
New +$3.7M 0.91% 16

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

Independent Financial Group's CRM Position: Q2 2026 in Review

Independent Financial Group increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $377K and bringing the position to 23,146 shares worth $3.63M. The position accounts for 0.07% of the portfolio, ranked #291.

Independent Financial Group first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.96M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Independent Financial Group held 23,146 shares of Salesforce worth $3.63M as of Q2 2026.
  • Independent Financial Group bought 2,142 Salesforce shares in Q2 2026, an estimated $377K.
  • Salesforce made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #291 holding.
  • Independent Financial Group first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Salesforce position peaked at $6.96M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.