Investment Research & Advisory Group, Inc.
Position in CRM — Salesforce, Inc.
CIK 1802136
ATLANTA, GA
Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,536,638
-$488,909 QoQ
Shares Held
16,192
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#857
of 2,450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Investment Research & Advisory Group, Inc. holds $8,161,544 across 10 Software - Application names. CRM ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
58,744 | $4,238,967 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
16,192 | $2,536,638 | |
| 3 | SHOP |
Shopify Inc.
|
10,823 | $1,235,770 | |
| 4 | NOW |
ServiceNow, Inc.
|
623 | $61,851 | |
| 5 | ADP |
Automatic Data Processing Inc
|
125 | $27,993 | |
| 6 | SAP |
Sap SE
|
171 | $26,352 | |
| 7 | ADSK |
Autodesk, Inc.
|
97 | $18,858 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
20 | $7,506 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,638 | 16,192 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,025,547 | 16,208 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,331,543 | 16,351 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,842,007 | 16,211 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,161,249 | 15,260 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,044,721 | 15,072 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,027,988 | 15,039 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,151,906 | 15,169 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,823,848 | 14,873 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,470,414 | 14,843 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,853,948 | 14,646 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,963,021 | 14,612 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,025,243 | 14,320 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,783,135 | 13,931 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,287,846 | 9,713 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,126,386 | 14,783 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,332,510 | 14,133 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,697,950 | 12,707 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,760,105 | 10,861 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,929,989 | 10,803 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,641,535 | 10,814 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,295,611 | 10,835 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,463,407 | 11,070 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,707,973 | 10,775 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,050,701 | 10,947 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $660,580 | 4,588 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||