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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Integrated Advisors Network's CRM Position: Q1 2026 in Review

Integrated Advisors Network reduced its Salesforce (CRM) stake by 33% in Q1 2026, selling an estimated $789K and leaving 7,645 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #261.

Integrated Advisors Network first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.9M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Integrated Advisors Network held 7,645 shares of Salesforce worth $1.43M as of Q1 2026.
  • Integrated Advisors Network sold 3,810 Salesforce shares in Q1 2026, an estimated $789K.
  • Salesforce made up 0.07% of Integrated Advisors Network's portfolio in Q1 2026, its #261 holding.
  • Integrated Advisors Network first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Salesforce position peaked at $3.9M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.