IWA
CRM icon

Invera Wealth Advisors’s Salesforce CRM Stock Holding History

Invera Wealth Advisors’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 		– Sell
-4,923
Closed -$1.3M – 99
2025
Q4 		$1.3M Sell
4,923
-162
-3% -$40.3K 0.82% 37
2025
Q3 		$1.21M Buy
5,085
+254
+5% +$64.1K 0.74% 42
2025
Q2 		$1.32M Sell
4,831
-90
-2% -$24.1K 0.86% 38
2025
Q1 		$1.32M Sell
4,921
-713
-13% -$222K 0.85% 37
2024
Q4 		$1.89M Sell
5,634
-541
-9% -$173K 1.87% 19
2024
Q3 		$1.92M Sell
6,175
-357
-5% -$91.4K 1.91% 18
2024
Q2 		$1.64M Sell
6,532
-213
-3% -$57K 1.68% 21
2024
Q1 		$1.83M Buy
6,745
+104
+2% +$30K 1.56% 23
2023
Q4 		$1.75M Buy
+6,641
New +$1.5M 1.09% 32

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

Invera Wealth Advisors's CRM Position: Q1 2026 in Review

Invera Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 4,923 shares — an estimated $1.3M sold.

Invera Wealth Advisors first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $1.92M in Q3 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Invera Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Invera Wealth Advisors sold 4,923 Salesforce shares in Q1 2026, an estimated $1.3M.
  • Invera Wealth Advisors first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Invera Wealth Advisors's Salesforce position peaked at $1.92M in Q3 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.