Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$577,605
-$199,376 QoQ
Shares Held
3,687
+25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,499
of 2,451 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. CRM ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,605 | 3,687 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $776,981 | 2,933 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $555,765 | 2,345 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $621,460 | 2,279 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $607,835 | 2,265 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $758,594 | 2,269 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $568,448 | 2,211 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $577,592 | 2,195 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $390,757 | 1,927 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $373,388 | 1,869 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $250,992 | 1,893 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $470,788 | 3,273 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $266,374 | 1,614 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $303,617 | 1,430 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $232,528 | 915 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $250,607 | 924 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $236,453 | 968 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $481,792 | 2,274 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $435,936 | 1,959 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $539,835 | 2,148 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $386,461 | 2,063 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||