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Integrated Advisors Network’s Salesforce CRM Stock Holding History

Integrated Advisors Network’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 		$955K Sell
6,092
-1,553
-20% -$273K 0.04% 331
2026
Q1 		$1.43M Sell
7,645
-3,810
-33% -$789K 0.07% 261
2025
Q4 		$3.03M Buy
11,455
+963
+9% +$239K 0.13% 163
2025
Q3 		$2.49M Sell
10,492
-2,705
-20% -$682K 0.1% 210
2025
Q2 		$3.6M Sell
13,197
-1,114
-8% -$298K 0.16% 153
2025
Q1 		$3.84M Buy
14,311
+2,800
+24% +$871K 0.19% 125
2024
Q4 		$3.85M Buy
11,511
+60
+0.5% +$19.1K 0.18% 131
2024
Q3 		$3.13M Buy
11,451
+190
+2% +$48.7K 0.15% 167
2024
Q2 		$2.9M Sell
11,261
-1,677
-13% -$449K 0.15% 172
2024
Q1 		$3.9M Sell
12,938
-1,591
-11% -$459K 0.2% 141
2023
Q4 		$3.82M Buy
14,529
+155
+1% +$35.1K 0.22% 133
2023
Q3 		$2.91M Buy
14,374
+2,292
+19% +$495K 0.18% 155
2023
Q2 		$2.55M Buy
12,082
+4,954
+70% +$1.01M 0.15% 171
2023
Q1 		$1.42M Buy
7,128
+900
+14% +$152K 0.09% 230
2022
Q4 		$826K Buy
6,228
+83
+1% +$12.1K 0.05% 330
2022
Q3 		$884K Buy
6,145
+75
+1% +$12.7K 0.06% 287
2022
Q2 		$1M Buy
6,070
+1,055
+21% +$186K 0.07% 277
2022
Q1 		$1.06M Buy
5,015
+947
+23% +$204K 0.06% 293
2021
Q4 		$1.03M Sell
4,068
-3,365
-45% -$946K 0.06% 278
2021
Q3 		$2.02M Buy
7,433
+3,854
+108% +$979K 0.13% 170
2021
Q2 		$874K Buy
3,579
+104
+3% +$24K 0.06% 240
2021
Q1 		$736K Buy
3,475
+1,471
+73% +$327K 0.07% 250
2020
Q4 		$446K Buy
2,004
+107
+6% +$26K 0.05% 299
2020
Q3 		$477K Buy
1,897
+180
+10% +$39.4K 0.06% 259
2020
Q2 		$322K Sell
1,717
-1
-0.1% -$168 0.04% 336
2020
Q1 		$247K Sell
1,718
-2,437
-59% -$418K 0.05% 307
2019
Q4 		$676K Buy
+4,155
New +$651K 0.09% 209

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

Integrated Advisors Network's CRM Position: Q2 2026 in Review

Integrated Advisors Network reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $273K and leaving 6,092 shares worth $955K. The position accounts for 0.04% of the portfolio, ranked #331.

Integrated Advisors Network first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Integrated Advisors Network held 6,092 shares of Salesforce worth $955K as of Q2 2026.
  • Integrated Advisors Network sold 1,553 Salesforce shares in Q2 2026, an estimated $273K.
  • Salesforce made up 0.04% of Integrated Advisors Network's portfolio in Q2 2026, its #331 holding.
  • Integrated Advisors Network first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's Salesforce position peaked at $3.9M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.