Integrated Advisors Network Reduces Salesforce Holdings

Firm sells over 2,700 shares of CRM stock in Q3

Mar. 3, 2026 at 8:47am by Ben Kaplan

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Integrated Advisors Network LLC, an investment management firm, reduced its stake in Salesforce Inc. (NYSE:CRM) by 20.5% during the third quarter, according to its latest 13F filing with the SEC. The firm sold 2,705 shares, leaving it with 10,492 shares of the CRM provider's stock valued at $2,487,000 at the end of the quarter.

Why it matters

Salesforce is one of the leading providers of customer relationship management (CRM) software, and its stock performance is closely watched by investors. The reduction in Integrated Advisors Network's Salesforce holdings could signal a broader shift in investor sentiment towards the company.

The details

In its 13F filing, Integrated Advisors Network reported selling 2,705 shares of Salesforce stock during the third quarter, reducing its total holdings to 10,492 shares. The firm cited unspecified reasons for the reduction in its Salesforce position.

  • Integrated Advisors Network made the share sales during the third quarter of 2026.

The players

Integrated Advisors Network LLC

An investment management firm that reduced its stake in Salesforce Inc. during the third quarter of 2026.

Salesforce Inc.

A leading provider of customer relationship management (CRM) software and a publicly traded company on the New York Stock Exchange.

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The takeaway

The reduction in Integrated Advisors Network's Salesforce holdings could be an indication of broader investor concerns about the company's performance or future prospects, though the specific reasons for the firm's decision are not clear from the available information.