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Integral Investment Advisors’s Salesforce CRM Stock Holding History

Integral Investment Advisors’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 		$287K Buy
1,831
+298
+19% +$52.4K 0.06% 150
2026
Q1 		$286K Buy
+1,533
New +$318K 0.07% 144
2025
Q3 		– Sell
-857
Closed -$234K – 164
2025
Q2 		$234K Buy
+857
New +$229K 0.07% 144

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

Integral Investment Advisors's CRM Position: Q2 2026 in Review

Integral Investment Advisors increased its Salesforce (CRM) stake by 19% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,831 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #150.

Integral Investment Advisors first reported a position in CRM in Q2 2025 and has held it in 3 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Integral Investment Advisors held 1,831 shares of Salesforce worth $287K as of Q2 2026.
  • Integral Investment Advisors bought 298 Salesforce shares in Q2 2026, an estimated $52.4K.
  • Salesforce made up 0.06% of Integral Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Integral Investment Advisors first reported a position in Salesforce in Q2 2025 and has held it in 3 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.