Investment Partners Asset Management, Inc.
Position in CRM — Salesforce, Inc.
CIK 1384416
METUCHEN, NJ
Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$453,530
-$211,015 QoQ
Shares Held
2,895
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,619
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Investment Partners Asset Management, Inc. holds $3,333,255 across 6 Software - Application names. CRM ranks #3 (13.6% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,530 | 2,895 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $664,545 | 3,560 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,019,373 | 3,848 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $905,340 | 3,820 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,001,317 | 3,672 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $936,308 | 3,489 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,151,432 | 3,444 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $943,204 | 3,446 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $885,966 | 3,446 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,215,261 | 4,035 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,078,084 | 4,097 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||