IPG Investment Advisors’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 | $2.05M | Sell |
13,059
-2,025
| -13% | -$356K | 0.3% | 76 |
|
|
2026
Q1 | $2.82M | Buy |
15,084
+2,687
| +22% | +$557K | 0.48% | 48 |
|
|
2025
Q4 | $3.29M | Buy |
12,397
+416
| +3% | +$103K | 0.58% | 42 |
|
|
2025
Q3 | $2.84M | Sell |
11,981
-1,250
| -9% | -$315K | 0.51% | 51 |
|
|
2025
Q2 | $3.61M | Buy |
13,231
+2,869
| +28% | +$767K | 0.71% | 37 |
|
|
2025
Q1 | $2.78M | Sell |
10,362
-5,661
| -35% | -$1.76M | 0.63% | 37 |
|
|
2024
Q4 | $5.36M | Buy |
16,023
+3,157
| +25% | +$1.01M | 1.22% | 23 |
|
|
2024
Q3 | $3.53M | Sell |
12,866
-2,825
| -18% | -$724K | 0.77% | 33 |
|
|
2024
Q2 | $4.03M | Buy |
15,691
+4,158
| +36% | +$1.11M | 0.88% | 36 |
|
|
2024
Q1 | $3.48M | Sell |
11,533
-3,695
| -24% | -$1.07M | 0.76% | 35 |
|
|
2023
Q4 | $4.01M | Sell |
15,228
-2,001
| -12% | -$453K | 0.8% | 33 |
|
|
2023
Q3 | $3.49M | Buy |
17,229
+8,383
| +95% | +$1.81M | 0.77% | 33 |
|
|
2023
Q2 | $1.87M | Sell |
8,846
-2,557
| -22% | -$522K | 0.41% | 42 |
|
|
2023
Q1 | $2.28M | Buy |
11,403
+2,644
| +30% | +$447K | 0.52% | 35 |
|
|
2022
Q4 | $1.16M | Sell |
8,759
-2,222
| -20% | -$324K | 0.32% | 47 |
|
|
2022
Q3 | $1.58M | Buy |
10,981
+552
| +5% | +$93.6K | 0.44% | 42 |
|
|
2022
Q2 | $1.72M | Buy |
10,429
+51
| +0.5% | +$9.01K | 0.43% | 43 |
|
|
2022
Q1 | $2.2M | Buy |
10,378
+2,310
| +29% | +$497K | 0.42% | 38 |
|
|
2021
Q4 | $2.05M | Buy |
8,068
+43
| +0.5% | +$12.1K | 0.37% | 50 |
|
|
2021
Q3 | $2.18M | Sell |
8,025
-196
| -2% | -$49.8K | 0.69% | 29 |
|
|
2021
Q2 | $2.01M | Sell |
8,221
-18
| -0.2% | -$4.15K | 0.59% | 30 |
|
|
2021
Q1 | $1.75M | Buy |
8,239
+556
| +7% | +$124K | 0.34% | 49 |
|
|
2020
Q4 | $1.71M | Buy |
7,683
+1,562
| +26% | +$380K | 0.4% | 46 |
|
|
2020
Q3 | $1.54M | Sell |
6,121
-834
| -12% | -$183K | 0.44% | 42 |
|
|
2020
Q2 | $1.3M | Buy |
6,955
+325
| +5% | +$54.8K | 0.44% | 39 |
|
|
2020
Q1 | $955K | Buy |
6,630
+1,125
| +20% | +$193K | 0.4% | 46 |
|
|
2019
Q4 | $895K | Buy |
5,505
+1,795
| +48% | +$281K | 0.28% | 54 |
|
|
2019
Q3 | $551K | Buy |
3,710
+55
| +2% | +$8.36K | 0.19% | 65 |
|
|
2019
Q2 | $555K | Sell |
3,655
-1,475
| -29% | -$231K | 0.2% | 69 |
|
|
2019
Q1 | $812K | Buy |
+5,130
| New | +$795K | 0.28% | 52 |
|
|
2018
Q4 | – | Sell |
-1,630
| Closed | -$259K | – | 150 |
|
|
2018
Q3 | $259K | Buy |
+1,630
| New | +$242K | 0.08% | 139 |
|
Other funds holding CRM
IPG Investment Advisors's CRM Position: Q2 2026 in Review
IPG Investment Advisors reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $356K and leaving 13,059 shares worth $2.05M. The position accounts for 0.3% of the portfolio, ranked #76.
IPG Investment Advisors first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.36M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- IPG Investment Advisors held 13,059 shares of Salesforce worth $2.05M as of Q2 2026.
- IPG Investment Advisors sold 2,025 Salesforce shares in Q2 2026, an estimated $356K.
- Salesforce made up 0.3% of IPG Investment Advisors's portfolio in Q2 2026, its #76 holding.
- IPG Investment Advisors first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
- IPG Investment Advisors's Salesforce position peaked at $5.36M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.