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Investment Research & Advisory Group’s Salesforce CRM Stock Holding History

Investment Research & Advisory Group’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
Q2 		$2.54M Sell
16,192
-16
-0.1% -$2.81K 0.78% 33
2026
Q1 		$3.03M Sell
16,208
-143
-0.9% -$29.6K 1.06% 28
2025
Q4 		$4.34M Buy
16,351
+140
+0.9% +$34.8K 1.44% 18
2025
Q3 		$3.84M Buy
16,211
+951
+6% +$240K 1.3% 22
2025
Q2 		$4.16M Buy
15,260
+188
+1% +$50.3K 1.55% 18
2025
Q1 		$4.04M Buy
15,072
+33
+0.2% +$10.3K 1.69% 18
2024
Q4 		$5.03M Sell
15,039
-130
-0.9% -$41.5K 2.09% 12
2024
Q3 		$4.15M Buy
15,169
+296
+2% +$75.8K 1.75% 16
2024
Q2 		$3.82M Buy
14,873
+30
+0.2% +$8.03K 1.69% 17
2024
Q1 		$4.47M Buy
14,843
+197
+1% +$56.8K 2.06% 13
2023
Q4 		$3.85M Buy
14,646
+34
+0.2% +$7.7K 1.97% 14
2023
Q3 		$2.96M Buy
14,612
+292
+2% +$63.1K 1.68% 15
2023
Q2 		$3.03M Buy
14,320
+389
+3% +$79.4K 1.75% 13
2023
Q1 		$2.78M Buy
13,931
+4,218
+43% +$712K 1.79% 13
2022
Q4 		$1.29M Sell
9,713
-5,070
-34% -$740K 0.85% 31
2022
Q3 		$2.13M Buy
14,783
+650
+5% +$110K 1.59% 18
2022
Q2 		$2.33M Buy
14,133
+1,426
+11% +$252K 1.69% 16
2022
Q1 		$2.7M Buy
12,707
+1,846
+17% +$397K 1.69% 14
2021
Q4 		$2.76M Buy
10,861
+58
+0.5% +$16.3K 1.68% 16
2021
Q3 		$2.94M Sell
10,803
-11
-0.1% -$2.79K 1.93% 14
2021
Q2 		$2.64M Sell
10,814
-21
-0.2% -$4.84K 1.74% 15
2021
Q1 		$2.3M Sell
10,835
-235
-2% -$52.3K 1.69% 19
2020
Q4 		$2.46M Buy
11,070
+295
+3% +$71.7K 1.83% 16
2020
Q3 		$2.71M Sell
10,775
-172
-2% -$37.7K 2.25% 10
2020
Q2 		$2.04M Buy
10,947
+6,359
+139% +$1.07M 1.83% 15
2020
Q1 		$661K Buy
4,588
+3,815
+494% +$654K 0.61% 28
2019
Q4 		$126K Buy
+773
New +$121K 0.12% 62

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Investment Research & Advisory Group's CRM Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Salesforce (CRM) stake by 0.1% in Q2 2026, selling an estimated $2.81K and leaving 16,192 shares worth $2.54M. The position accounts for 0.78% of the portfolio, ranked #33.

Investment Research & Advisory Group first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.03M in Q4 2024. 907 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Investment Research & Advisory Group held 16,192 shares of Salesforce worth $2.54M as of Q2 2026.
  • Investment Research & Advisory Group sold 16 Salesforce shares in Q2 2026, an estimated $2.81K.
  • Salesforce made up 0.78% of Investment Research & Advisory Group's portfolio in Q2 2026, its #33 holding.
  • Investment Research & Advisory Group first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Salesforce position peaked at $5.03M in Q4 2024.
  • 907 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.