Integrated Investment Consultants, LLC
Position in CRM — Salesforce, Inc.
CIK 1665337
BLOOMFIELD HILLS, MI
Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$227,311
-$125,306 QoQ
Shares Held
1,451
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,995
of 2,450 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $1,479,315 across 5 Software - Application names. CRM ranks #5 (15.4% of the industry book) .
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,311 | 1,451 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $352,617 | 1,889 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $943,077 | 3,560 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $856,044 | 3,612 | Shares | Other | 2025-11-18 | |
| 2025-06-30 | $832,792 | 3,054 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $951,601 | 3,546 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $504,835 | 1,510 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $399,066 | 1,458 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $424,986 | 1,653 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $497,850 | 1,653 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $471,546 | 1,792 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $363,381 | 1,792 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $433,294 | 2,051 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $406,352 | 2,034 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $271,942 | 2,051 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238,918 | 1,661 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $257,297 | 1,559 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $326,972 | 1,540 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $405,337 | 1,595 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $428,527 | 1,580 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $336,359 | 1,377 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $274,583 | 1,296 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $286,841 | 1,289 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $323,951 | 1,289 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $237,721 | 1,269 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||