Intelligence Driven Advisers’s Salesforce CRM Stock Holding History

Intelligence Driven Advisers’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	$346K	Buy	+1,506	New	+$311K	0.06%	94

Other funds holding CRM

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Intelligence Driven Advisers's CRM Position: Q3 2026 in Review

Intelligence Driven Advisers opened a new position in Salesforce (CRM) in Q3 2026: 1,506 shares worth $346K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Intelligence Driven Advisers held 1,506 shares of Salesforce worth $346K as of Q3 2026.
Salesforce was a new Intelligence Driven Advisers position in Q3 2026.
Salesforce made up 0.06% of Intelligence Driven Advisers's portfolio in Q3 2026, its #94 holding.
122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.