Innovative Asset Advisors Group, LLC

Position in CRM — Salesforce, Inc.

CIK 2127147 SHELTON, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$183,762

+$81,841 QoQ

Shares Held

1,173

+114.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,072

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Innovative Asset Advisors Group, LLC holds $1,774,563 across 5 Software - Application names. CRM ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	8,921	$643,739
2	NOW	ServiceNow, Inc.	3,758	$373,094
3	SNOW	Snowflake Inc.	1,363	$346,883
4	ADP	Automatic Data Processing Inc	1,014	$227,085
5	CRM	Salesforce, Inc. This page	1,173	$183,762

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,762	1,173	+114.8%	Shares	Sole	2026-08-05
2026-03-31	$101,921	546	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.