IAM Advisory, LLC

SEC CIK: 0001825292
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by IAM Advisory, LLC, 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 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of CRM by IAM Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−2,565−100.0%	Sold out	Holders
Q1 2024	2,565	$772.5K	0.2%	+51+2.0%	Added	Holders
Q4 2023	2,514	$661.5K	0.2%	+30+1.2%	Added	Holders
Q3 2023	2,484	$503.7K	0.2%	+2,484	New	Holders