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Livermore
Livermore
ZHEN

IFG Advisors, LLC

SEC CIK
0001783412
Latest filing
Jul 22, 2026

CRM holding history

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

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
2,290
Value
$358.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by IFG Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,290$358.8K<0.1%00.0%UnchangedHolders
Q1 20262,290$427.5K0.1%+75+3.4%AddedHolders
Q4 20252,215$586.8K0.1%00.0%UnchangedHolders
Q3 20252,215$525.0K0.1%−10.0%ReducedHolders
Q2 20252,216$604.3K0.1%+501+29.2%AddedHolders
Q1 20251,715$460.2K0.1%+15+0.9%AddedHolders
Q4 20241,700$568.4K0.1%+300+21.4%AddedHolders
Q3 20241,400$383.2K0.1%00.0%UnchangedHolders
Q2 20241,400$359.9K0.1%+10+0.7%AddedHolders
Q1 20241,390$418.6K0.1%00.0%UnchangedHolders
Q4 20231,390$365.8K0.1%00.0%UnchangedHolders
Q3 20231,390$281.9K0.1%00.0%UnchangedHolders
Q2 20231,390$293.7K0.1%00.0%UnchangedHolders
Q1 20231,390$277.7K0.1%+1,390NewHolders
Q4 20220$00.0%−1,390−100.0%Sold outHolders
Q3 20221,390$200.0K0.1%+24+1.8%AddedHolders
Q2 20221,366$225.0K0.1%−792−36.7%ReducedHolders
Q1 20222,158$458.0K0.2%−10.0%ReducedHolders
Q4 20212,159$549.0K0.2%00.0%UnchangedHolders
Q3 20212,159$586.0K0.3%+10.0%AddedHolders
Q2 20212,158$527.0K0.3%+5+0.2%AddedHolders
Q1 20212,153$456.0K0.2%––Holders

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