Independent Advisor Alliance

SEC CIK: 0001696899
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Independent Advisor Alliance, 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 (Q2 2026): 21,886
Value: $3.43M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Independent Advisor Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,886	$3.43M	0.1%	−971−4.2%	Reduced	Holders
Q1 2026	22,857	$4.27M	<0.1%	−12,635−35.6%	Reduced	Holders
Q4 2025	35,492	$9.40M	0.2%	−7,634−17.7%	Reduced	Holders
Q3 2025	43,126	$10.2M	0.3%	−1,291−2.9%	Reduced	Holders
Q2 2025	44,417	$12.1M	0.3%	+533+1.2%	Added	Holders
Q1 2025	43,884	$11.8M	0.4%	+541+1.2%	Added	Holders
Q4 2024	43,343	$14.5M	0.2%	+8,240+23.5%	Added	Holders
Q3 2024	35,103	$9.61M	0.3%	+2,107+6.4%	Added	Holders
Q2 2024	32,996	$8.48M	0.3%	+476+1.5%	Added	Holders
Q1 2024	32,520	$9.79M	0.4%	+2,989+10.1%	Added	Holders
Q4 2023	29,531	$7.77M	0.3%	−578−1.9%	Reduced	Holders
Q3 2023	30,109	$6.11M	0.3%	−120−0.4%	Reduced	Holders
Q2 2023	30,229	$6.39M	0.3%	+8,646+40.1%	Added	Holders
Q1 2023	21,583	$4.31M	0.2%	−1,063−4.7%	Reduced	Holders
Q4 2022	22,646	$3.00M	0.4%	−2,959−11.6%	Reduced	Holders
Q3 2022	25,605	$3.68M	0.2%	−628−2.4%	Reduced	Holders
Q2 2022	26,233	$4.33M	0.2%	−16,231−38.2%	Reduced	Holders
Q1 2022	42,464	$9.02M	0.4%	−295−0.7%	Reduced	Holders
Q4 2021	42,759	$10.9M	0.5%	+3,011+7.6%	Added	Holders
Q3 2021	39,748	$10.8M	0.6%	+2,451+6.6%	Added	Holders
Q2 2021	37,297	$9.11M	0.5%	−2,973−7.4%	Reduced	Holders
Q1 2021	40,270	$8.53M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.