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IVC Wealth Advisors’s Salesforce CRM Stock Holding History

IVC 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
Q2 		$358K Sell
2,286
-232
-9% -$40.8K 0.14% 118
2026
Q1 		$470K Buy
2,518
+246
+11% +$51K 0.2% 88
2025
Q4 		$602K Buy
2,272
+122
+6% +$30.3K 0.26% 74
2025
Q3 		$510K Buy
2,150
+100
+5% +$25.2K 0.23% 82
2025
Q2 		$559K Sell
2,050
-7
-0.3% -$1.87K 0.27% 67
2025
Q1 		$552K Buy
2,057
+324
+19% +$101K 0.3% 69
2024
Q4 		$579K Sell
1,733
-8
-0.5% -$2.55K 0.32% 63
2024
Q3 		$477K Sell
1,741
-525
-23% -$134K 0.26% 82
2024
Q2 		$583K Buy
2,266
+21
+0.9% +$5.62K 0.33% 71
2024
Q1 		$676K Sell
2,245
-47
-2% -$13.6K 0.39% 64
2023
Q4 		$603K Sell
2,292
-1
-0% -$226 0.38% 68
2023
Q3 		$465K Sell
2,293
-10
-0.4% -$2.16K 0.31% 82
2023
Q2 		$487K Sell
2,303
-190
-8% -$38.8K 0.31% 79
2023
Q1 		$498K Sell
2,493
-9
-0.4% -$1.52K 0.35% 69
2022
Q4 		$332K Sell
2,502
-115
-4% -$16.8K 0.24% 97
2022
Q3 		$376K Buy
2,617
+64
+3% +$10.9K 0.3% 78
2022
Q2 		$421K Buy
2,553
+315
+14% +$55.7K 0.33% 74
2022
Q1 		$475K Buy
2,238
+444
+25% +$95.6K 0.31% 75
2021
Q4 		$456K Buy
1,794
+117
+7% +$32.9K 0.29% 89
2021
Q3 		$455K Buy
+1,677
New +$426K 0.31% 79

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IVC Wealth Advisors's CRM Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Salesforce (CRM) stake by 9.2% in Q2 2026, selling an estimated $40.8K and leaving 2,286 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #118.

IVC Wealth Advisors first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $676K in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • IVC Wealth Advisors held 2,286 shares of Salesforce worth $358K as of Q2 2026.
  • IVC Wealth Advisors sold 232 Salesforce shares in Q2 2026, an estimated $40.8K.
  • Salesforce made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • IVC Wealth Advisors first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • IVC Wealth Advisors's Salesforce position peaked at $676K in Q1 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.