Superior Planning, LLC’s Salesforce CRM Stock Holding History

Superior Planning, LLC’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$282K	Buy	+1,230	New	+$254K	0.12%	135

Other funds holding CRM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's CRM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Salesforce (CRM) in Q3 2026: 1,230 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings.

2,010 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Superior Planning, LLC held 1,230 shares of Salesforce worth $282K as of Q3 2026.
Salesforce was a new Superior Planning, LLC position in Q3 2026.
Salesforce made up 0.12% of Superior Planning, LLC's portfolio in Q3 2026, its #135 holding.
2,010 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.