Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,365
-$3,902 QoQ
Shares Held
130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,292
of 2,451 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, 2026IAG Wealth Partners, LLC holds $363,915 across 9 Software - Application names. CRM ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,388 | $207,588 | |
| 2 | ADP |
Automatic Data Processing Inc
|
333 | $74,575 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
130 | $20,365 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 5 | ROP |
Roper Technologies Inc
|
45 | $15,227 | |
| 6 | LYFT |
Lyft, Inc.
|
900 | $13,149 | |
| 7 | NOW |
ServiceNow, Inc.
|
107 | $10,622 | |
| 8 | INTU |
Intuit Inc.
|
17 | $4,437 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,365 | 130 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,267 | 130 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $34,438 | 130 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,810 | 130 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,449 | 130 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,254 | 150 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $50,149 | 150 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,056 | 150 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $38,565 | 150 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $39,153 | 130 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $34,208 | 130 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $26,361 | 130 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $31,689 | 150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,973 | 120 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,651 | 20 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,219 | 78 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,300 | 20 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,246 | 20 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,082 | 20 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,424 | 20 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,885 | 20 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,237 | 20 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,450 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,026 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $3,746 | 20 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $2,879 | 20 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||