Integrated Wealth Concepts’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.23M | Buy |
38,729
+21,250
| +122% | +$4.4M | 0.06% | 313 |
|
|
2025
Q4 | $4.63M | Sell |
17,479
-5,880
| -25% | -$1.46M | 0.06% | 304 |
|
|
2025
Q3 | $5.54M | Sell |
23,359
-2,517
| -10% | -$635K | 0.05% | 347 |
|
|
2025
Q2 | $7.06M | Buy |
25,876
+2,941
| +13% | +$786K | 0.07% | 267 |
|
|
2025
Q1 | $6.15M | Buy |
22,935
+1,776
| +8% | +$552K | 0.07% | 269 |
|
|
2024
Q4 | $7.07M | Buy |
21,159
+2,379
| +13% | +$759K | 0.08% | 231 |
|
|
2024
Q3 | $5.14M | Sell |
18,780
-1,986
| -10% | -$509K | 0.06% | 280 |
|
|
2024
Q2 | $5.34M | Sell |
20,766
-2,325
| -10% | -$622K | 0.07% | 248 |
|
|
2024
Q1 | $6.95M | Buy |
23,091
+2,600
| +13% | +$750K | 0.1% | 222 |
|
|
2023
Q4 | $5.39M | Sell |
20,491
-301
| -1% | -$68.1K | 0.09% | 230 |
|
|
2023
Q3 | $4.22M | Buy |
20,792
+58
| +0.3% | +$12.5K | 0.07% | 256 |
|
|
2023
Q2 | $4.38M | Buy |
20,734
+5,169
| +33% | +$1.06M | 0.08% | 255 |
|
|
2023
Q1 | $3.11M | Buy |
15,565
+4,815
| +45% | +$813K | 0.06% | 275 |
|
|
2022
Q4 | $1.43M | Sell |
10,750
-7,235
| -40% | -$1.06M | 0.04% | 396 |
|
|
2022
Q3 | $2.59M | Sell |
17,985
-2,231
| -11% | -$378K | 0.08% | 226 |
|
|
2022
Q2 | $3.34M | Buy |
20,216
+4,163
| +26% | +$736K | 0.1% | 187 |
|
|
2022
Q1 | $3.41M | Sell |
16,053
-1,292
| -7% | -$278K | 0.1% | 175 |
|
|
2021
Q4 | $4.41M | Buy |
17,345
+271
| +2% | +$76.1K | 0.13% | 140 |
|
|
2021
Q3 | $4.63M | Buy |
17,074
+3,838
| +29% | +$975K | 0.15% | 122 |
|
|
2021
Q2 | $3.23M | Buy |
13,236
+620
| +5% | +$143K | 0.11% | 155 |
|
|
2021
Q1 | $2.67M | Buy |
12,616
+6,278
| +99% | +$1.4M | 0.11% | 156 |
|
|
2020
Q4 | $1.41M | Buy |
6,338
+900
| +17% | +$219K | 0.07% | 195 |
|
|
2020
Q3 | $1.37M | Buy |
5,438
+455
| +9% | +$99.6K | 0.08% | 169 |
|
|
2020
Q2 | $933K | Buy |
4,983
+970
| +24% | +$163K | 0.07% | 188 |
|
|
2020
Q1 | $578K | Buy |
4,013
+825
| +26% | +$141K | 0.05% | 205 |
|
|
2019
Q4 | $518K | Buy |
3,188
+642
| +25% | +$101K | 0.04% | 264 |
|
|
2019
Q3 | $378K | Sell |
2,546
-117
| -4% | -$17.8K | 0.04% | 252 |
|
|
2019
Q2 | $406K | Buy |
2,663
+612
| +30% | +$95.9K | 0.05% | 215 |
|
|
2019
Q1 | $325K | Sell |
2,051
-107
| -5% | -$16.6K | 0.06% | 224 |
|
|
2018
Q4 | $296K | Buy |
2,158
+472
| +28% | +$64.9K | 0.08% | 190 |
|
|
2018
Q3 | $270K | Buy |
1,686
+180
| +12% | +$26.7K | 0.08% | 195 |
|
|
2018
Q2 | $211K | Buy |
+1,506
| New | +$192K | 0.07% | 204 |
|
Other funds holding CRM
VCM
VPM
Integrated Wealth Concepts's CRM Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Salesforce (CRM) stake by 122% in Q1 2026, buying an estimated $4.4M and bringing the position to 38,729 shares worth $7.23M. The position accounts for 0.06% of the portfolio, ranked #313.
Integrated Wealth Concepts first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Integrated Wealth Concepts held 38,729 shares of Salesforce worth $7.23M as of Q1 2026.
- Integrated Wealth Concepts bought 21,250 Salesforce shares in Q1 2026, an estimated $4.4M.
- Salesforce made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #313 holding.
- Integrated Wealth Concepts first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.