INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in CRM — Salesforce, Inc.
CIK 1818604
ORLANDO, FL
Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$472,016
-$331,038 QoQ
Shares Held
3,013
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,603
of 2,460 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $13,766,943 across 43 Software - Application names. CRM ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
28,744 | $2,853,704 | |
| 2 | SHOP |
Shopify Inc.
|
23,151 | $2,643,381 | |
| 3 | ADBE |
Adobe Inc.
|
9,250 | $1,896,435 | |
| 4 | SNOW |
Snowflake Inc.
|
3,489 | $887,950 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,912 | $876,092 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,540 | $760,566 | |
| 7 | PAYX |
Paychex Inc
|
4,898 | $481,620 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
3,013 | $472,016 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,016 | 3,013 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $803,054 | 4,302 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,216,731 | 4,593 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $577,332 | 2,436 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $664,272 | 2,436 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $943,822 | 3,517 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,120,339 | 3,351 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $3,664 | 1,002,848 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,084,962 | 4,220 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,603,482 | 5,324 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,406,220 | 5,344 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $1,044,046 | 4,942 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,066,625 | 5,339 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,145,312 | 8,638 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $923,884 | 6,423 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,044,538 | 6,329 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,436,769 | 6,767 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,988,313 | 7,824 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,075,104 | 7,651 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,717,218 | 7,030 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,183,531 | 10,306 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $923,054 | 4,148 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $1,086,959 | 4,325 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,275,904 | 6,811 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $881,589 | 6,123 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||