Integrated Investment Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $227K | Sell |
1,451
-438
| -23% | -$77K | 0.04% | 245 |
|
|
2026
Q1 | $353K | Sell |
1,889
-1,671
| -47% | -$346K | 0.07% | 167 |
|
|
2025
Q4 | $943K | Sell |
3,560
-52
| -1% | -$12.9K | 0.19% | 87 |
|
|
2025
Q3 | $856K | Buy |
3,612
+558
| +18% | +$141K | 0.15% | 100 |
|
|
2025
Q2 | $833K | Sell |
3,054
-492
| -14% | -$132K | 0.16% | 98 |
|
|
2025
Q1 | $952K | Buy |
3,546
+2,036
| +135% | +$633K | 0.19% | 85 |
|
|
2024
Q4 | $505K | Buy |
1,510
+52
| +4% | +$16.6K | 0.1% | 154 |
|
|
2024
Q3 | $399K | Sell |
1,458
-195
| -12% | -$49.9K | 0.09% | 182 |
|
|
2024
Q2 | $498K | Hold |
1,653
| – | – | 0.14% | 123 |
|
|
2024
Q1 | $498K | Sell |
1,653
-139
| -8% | -$40.1K | 0.14% | 123 |
|
|
2023
Q4 | $472K | Hold |
1,792
| – | – | 0.15% | 129 |
|
|
2023
Q3 | $363K | Sell |
1,792
-259
| -13% | -$56K | 0.13% | 136 |
|
|
2023
Q2 | $433K | Buy |
2,051
+17
| +0.8% | +$3.47K | 0.14% | 136 |
|
|
2023
Q1 | $406K | Sell |
2,034
-17
| -0.8% | -$2.87K | 0.13% | 142 |
|
|
2022
Q4 | $272K | Buy |
2,051
+390
| +23% | +$56.9K | 0.09% | 185 |
|
|
2022
Q3 | $239K | Buy |
1,661
+102
| +7% | +$17.3K | 0.1% | 183 |
|
|
2022
Q2 | $257K | Buy |
1,559
+19
| +1% | +$3.36K | 0.09% | 185 |
|
|
2022
Q1 | $327K | Sell |
1,540
-55
| -3% | -$11.8K | 0.09% | 209 |
|
|
2021
Q4 | $405K | Buy |
1,595
+15
| +0.9% | +$4.21K | 0.11% | 171 |
|
|
2021
Q3 | $429K | Buy |
1,580
+203
| +15% | +$51.6K | 0.13% | 148 |
|
|
2021
Q2 | $336K | Buy |
1,377
+81
| +6% | +$18.7K | 0.1% | 201 |
|
|
2021
Q1 | $275K | Buy |
1,296
+7
| +0.5% | +$1.56K | 0.09% | 196 |
|
|
2020
Q4 | $287K | Hold |
1,289
| – | – | 0.11% | 174 |
|
|
2020
Q3 | $324K | Buy |
1,289
+20
| +2% | +$4.38K | 0.15% | 120 |
|
|
2020
Q2 | $238K | Buy |
+1,269
| New | +$214K | 0.11% | 134 |
|
|
2020
Q1 | – | Sell |
-1,269
| Closed | -$206K | – | 154 |
|
|
2019
Q4 | $206K | Buy |
+1,269
| New | +$199K | 0.09% | 168 |
|
|
2019
Q2 | – | Sell |
-1,281
| Closed | -$203K | – | 154 |
|
|
2019
Q1 | $203K | Sell |
1,281
-1,640
| -56% | -$254K | 0.11% | 136 |
|
|
2018
Q4 | $401K | Buy |
2,921
+25
| +0.9% | +$3.44K | 0.21% | 77 |
|
|
2018
Q3 | $461K | Hold |
2,896
| – | – | 0.22% | 72 |
|
|
2018
Q2 | $395K | Sell |
2,896
-274
| -9% | -$35K | 0.21% | 79 |
|
|
2018
Q1 | $369K | Buy |
+3,170
| New | +$364K | 0.15% | 91 |
|
|
2017
Q3 | $321K | Buy |
3,438
+58
| +2% | +$5.34K | 0.14% | 91 |
|
|
2017
Q2 | $293K | Hold |
3,380
| – | – | 0.13% | 96 |
|
|
2017
Q1 | $279K | Sell |
3,380
-50
| -1% | -$3.99K | 0.13% | 102 |
|
|
2016
Q4 | $235K | Buy |
3,430
+706
| +26% | +$51.2K | 0.11% | 116 |
|
|
2016
Q3 | $192K | Sell |
2,724
-111
| -4% | -$8.66K | 0.1% | 139 |
|
|
2016
Q2 | $225K | Buy |
2,835
+37
| +1% | +$2.9K | 0.13% | 110 |
|
|
2016
Q1 | $209K | Sell |
2,798
-189
| -6% | -$13K | 0.12% | 109 |
|
|
2015
Q4 | $214K | Buy |
+2,987
| New | +$233K | 0.17% | 101 |
|
Other funds holding CRM
Integrated Investment Consultants's CRM Position: Q2 2026 in Review
Integrated Investment Consultants reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $77K and leaving 1,451 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #245.
Integrated Investment Consultants first reported a position in CRM in Q4 2015 and has held it in 39 quarters since. The position peaked at $952K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Integrated Investment Consultants held 1,451 shares of Salesforce worth $227K as of Q2 2026.
- Integrated Investment Consultants sold 438 Salesforce shares in Q2 2026, an estimated $77K.
- Salesforce made up 0.04% of Integrated Investment Consultants's portfolio in Q2 2026, its #245 holding.
- Integrated Investment Consultants first reported a position in Salesforce in Q4 2015 and has held it in 39 quarters since.
- Integrated Investment Consultants's Salesforce position peaked at $952K in Q1 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.