Interactive Financial Advisors

SEC CIK: 0001419099
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Interactive Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2021

Holdings of CRM by Interactive Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q4 2021	20	$5.00K	<0.1%	+20	New	Holders