Integrated Advisors Network
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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
Q3 		$1.53M Buy
6,650
+558
+9% +$115K 0.07% 253
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Integrated Advisors Network's CRM Position: Q3 2026 in Review

Integrated Advisors Network increased its Salesforce (CRM) stake by 9.2% in Q3 2026, buying an estimated $115K and bringing the position to 6,650 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #253.

Integrated Advisors Network first reported a position in CRM in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.9M in Q1 2024. 1,655 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Integrated Advisors Network held 6,650 shares of Salesforce worth $1.53M as of Q3 2026.
  • Integrated Advisors Network bought 558 Salesforce shares in Q3 2026, an estimated $115K.
  • Salesforce made up 0.07% of Integrated Advisors Network's portfolio in Q3 2026, its #253 holding.
  • Integrated Advisors Network first reported a position in Salesforce in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Salesforce position peaked at $3.9M in Q1 2024.
  • 1,655 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.