IPG Investment Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1602237 SAN DIEGO, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,045,822

-$769,908 QoQ

Shares Held

13,059

-13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#938

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Technology · as of Jun 30, 2026

IPG Investment Advisors LLC holds $8,899,665 across 6 Software - Application names. CRM ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	51,434	$3,711,477
2	CRM	Salesforce, Inc. This page	13,059	$2,045,822
3	CDNS	Cadence Design Systems Inc	5,068	$1,902,121
4	SHOP	Shopify Inc.	4,681	$534,476
5	MSTR	Strategy Inc	5,500	$478,115
6	FROG	JFrog Ltd	2,505	$227,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,045,822	13,059	-13.4%	Shares	Sole	2026-08-12
2026-03-31	$2,815,730	15,084	+21.7%	Shares	Sole	2026-05-12
2025-12-31	$3,284,089	12,397	+3.5%	Shares	Sole	2026-02-09
2025-09-30	$2,839,497	11,981	-9.4%	Shares	Sole	2025-11-13
2025-06-30	$3,607,961	13,231	+27.7%	Shares	Sole	2025-08-14
2025-03-31	$2,780,746	10,362	-35.3%	Shares	Sole	2025-05-09
2024-12-31	$5,356,969	16,023	+24.5%	Shares	Sole	2025-02-12
2024-09-30	$3,521,552	12,866	-18.0%	Shares	Sole	2024-11-13
2024-06-30	$4,034,156	15,691	+36.1%	Shares	Sole	2024-08-13
2024-03-31	$3,473,508	11,533	-24.3%	Shares	Sole	2024-05-15
2023-12-31	$4,007,095	15,228	-11.6%	Shares	Sole	2024-02-12
2023-09-30	$3,493,696	17,229	+94.8%	Shares	Sole	2023-11-09
2023-06-30	$1,868,805	8,846	-22.4%	Shares	Sole	2023-08-09
2023-03-31	$2,278,091	11,403	+30.2%	Shares	Sole	2023-05-12
2022-12-31	$1,161,355	8,759	-20.2%	Shares	Sole	2023-02-14
2022-09-30	$1,579,507	10,981	+5.3%	Shares	Sole	2022-11-14
2022-06-30	$1,721,202	10,429	+0.5%	Shares	Sole	2022-08-08
2022-03-31	$2,203,456	10,378	+28.6%	Shares	Sole	2022-05-13
2021-12-31	$2,050,320	8,068	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$2,176,540	8,025	-2.4%	Shares	Sole	2021-11-08
2021-06-30	$2,008,143	8,221	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$1,745,596	8,239	+7.2%	Shares	Sole	2021-05-12
2020-12-31	$1,709,697	7,683	+25.5%	Shares	Sole	2021-02-08
2020-09-30	$1,538,329	6,121	-12.0%	Shares	Sole	2020-11-05
2020-06-30	$1,302,880	6,955	+4.9%	Shares	Sole	2020-08-13
2020-03-31	$954,587	6,630	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.