IMA Advisory Services, Inc.

Position in CRM — Salesforce, Inc.

CIK 1455495 DENVER, CO

Position in CRM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,128,046

-$486,580 QoQ

Shares Held

6,043

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

IMA Advisory Services, Inc. holds $7,520,025 across 29 Software - Application names. CRM ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	33,892	$4,000,950
2	CRM	Salesforce, Inc. This page	6,043	$1,128,046
3	ADP	Automatic Data Processing Inc	3,763	$764,566
4	OTEX	Open Text Corp	32,771	$728,827
5	DOCU	Docusign, Inc.	14,217	$674,027
6	UBER	Uber Technologies, Inc	1,983	$142,637
7	WDAY	Workday, Inc.	200	$25,984
8	INTU	Intuit Inc.	24	$10,377

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,128,046	6,043	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$1,614,626	6,095	-2.7%	Shares	Sole	2026-02-11
2025-09-30	$1,484,805	6,265	-1.1%	Shares	Sole	2025-11-06
2025-06-30	$1,728,036	6,337	+7.3%	Shares	Sole	2025-08-08
2025-03-31	$1,584,665	5,905	-3.6%	Shares	Sole	2025-05-06
2024-12-31	$2,047,436	6,124	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,689,885	6,174	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$1,651,353	6,423	+2.3%	Shares	Sole	2024-08-06
2024-03-31	$1,891,109	6,279	-1.4%	Shares	Sole	2024-04-24
2023-12-31	$1,676,464	6,371	-5.3%	Shares	Sole	2024-02-05
2023-09-30	$1,364,303	6,728	-1.7%	Shares	Sole	2023-11-28
2023-06-30	$1,446,285	6,846	-15.4%	Shares	Sole	2023-08-15
2023-03-31	$1,616,819	8,093	-0.2%	Shares	Sole	2023-05-16
2022-12-31	$1,074,907	8,107	-12.1%	Shares	Sole	2023-02-16
2022-09-30	$1,325,917	9,218	-3.1%	Shares	Sole	2022-11-15
2022-06-30	$1,570,355	9,515	-11.1%	Shares	Sole	2022-08-18
2022-03-31	$2,272,885	10,705	+1.7%	Shares	Sole	2022-06-13
2021-12-31	$2,675,988	10,530	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$2,887,950	10,648	-4.5%	Shares	Sole	2021-11-03
2021-06-30	$2,722,633	11,146	-1.5%	Shares	Sole	2021-08-13
2021-03-31	$2,398,580	11,321	+40.0%	Shares	Sole	2021-05-13
2020-12-31	$1,799,822	8,088	-17.8%	Shares	Sole	2021-02-08
2020-09-30	$2,471,983	9,836	-3.4%	Shares	Sole	2020-11-16
2020-06-30	$1,908,330	10,187	+3.1%	Shares	Sole	2020-08-13
2020-03-31	$1,422,522	9,880	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.