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Independent Solutions Wealth Management’s Salesforce CRM Stock Holding History

Independent Solutions 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
Q1 		– Sell
-1,974
Closed -$523K – 189
2025
Q4 		$523K Sell
1,974
-91
-4% -$22.6K 0.1% 119
2025
Q3 		$489K Buy
2,065
+195
+10% +$49.2K 0.09% 124
2025
Q2 		$510K Sell
1,870
-38
-2% -$10.2K 0.1% 123
2025
Q1 		$512K Sell
1,908
-142
-7% -$44.2K 0.11% 123
2024
Q4 		$685K Sell
2,050
-90
-4% -$28.7K 0.15% 117
2024
Q3 		$586K Buy
2,140
+145
+7% +$37.1K 0.13% 110
2024
Q2 		$513K Sell
1,995
-5,555
-74% -$1.49M 0.12% 115
2024
Q1 		$2.27M Sell
7,550
-267
-3% -$77K 0.54% 56
2023
Q4 		$2.06M Buy
7,817
+1,342
+21% +$304K 0.53% 56
2023
Q3 		$1.31M Buy
6,475
+5,403
+504% +$1.17M 0.34% 69
2023
Q2 		$226K Buy
+1,072
New +$219K 0.06% 201
2022
Q2 		– Sell
-2,405
Closed -$511K – 226
2022
Q1 		$511K Buy
2,405
+123
+5% +$26.5K 0.12% 134
2021
Q4 		$580K Buy
2,282
+236
+12% +$66.3K 0.14% 127
2021
Q3 		$555K Buy
2,046
+268
+15% +$68.1K 0.14% 130
2021
Q2 		$434K Buy
1,778
+686
+63% +$158K 0.11% 143
2021
Q1 		$231K Sell
1,092
-80
-7% -$17.8K 0.06% 180
2020
Q4 		$261K Buy
1,172
+187
+19% +$45.5K 0.08% 159
2020
Q3 		$248K Buy
+985
New +$216K 0.09% 145
2020
Q1 		– Sell
-1,589
Closed -$258K – 132
2019
Q4 		$258K Buy
+1,589
New +$249K 0.11% 136

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Independent Solutions Wealth Management's CRM Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,974 shares — an estimated $523K sold.

Independent Solutions Wealth Management first reported a position in CRM in Q4 2019 and held it in 19 quarters. The position peaked at $2.27M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,974 Salesforce shares in Q1 2026, an estimated $523K.
  • Independent Solutions Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 19 quarters.
  • Independent Solutions Wealth Management's Salesforce position peaked at $2.27M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.