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Abacus Planning Group’s Salesforce CRM Stock Holding History

Abacus Planning Group’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
Q2 		– Sell
-1,646
Closed -$307K – 265
2026
Q1 		$307K Sell
1,646
-294
-15% -$60.9K 0.04% 200
2025
Q4 		$514K Buy
1,940
+520
+37% +$129K 0.07% 132
2025
Q3 		$337K Buy
1,420
+43
+3% +$10.8K 0.05% 173
2025
Q2 		$376K Buy
1,377
+103
+8% +$27.5K 0.06% 159
2025
Q1 		$342K Buy
1,274
+226
+22% +$70.3K 0.06% 152
2024
Q4 		$350K Buy
1,048
+4
+0.4% +$1.28K 0.06% 147
2024
Q3 		$286K Buy
1,044
+232
+29% +$59.4K 0.05% 174
2024
Q2 		$209K Sell
812
-13
-2% -$3.48K 0.04% 198
2024
Q1 		$248K Sell
825
-528
-39% -$152K 0.05% 177
2023
Q4 		$356K Buy
1,353
+154
+13% +$34.9K 0.08% 130
2023
Q3 		$243K Hold
1,199
– – 0.06% 153
2023
Q2 		$253K Hold
1,199
– – 0.06% 156
2023
Q1 		$240K Buy
+1,199
New +$203K 0.06% 159
2022
Q1 		– Sell
-813
Closed -$207K – 210
2021
Q4 		$207K Sell
813
-96
-11% -$27K 0.06% 193
2021
Q3 		$247K Sell
909
-161
-15% -$40.9K 0.08% 164
2021
Q2 		$261K Buy
1,070
+109
+11% +$25.1K 0.08% 157
2021
Q1 		$204K Buy
+961
New +$214K 0.07% 173

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Abacus Planning Group's CRM Position: Q2 2026 in Review

Abacus Planning Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,646 shares — an estimated $307K sold.

Abacus Planning Group first reported a position in CRM in Q1 2021 and held it in 17 quarters. The position peaked at $514K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Abacus Planning Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Abacus Planning Group sold 1,646 Salesforce shares in Q2 2026, an estimated $307K.
  • Abacus Planning Group first reported a position in Salesforce in Q1 2021 and held it in 17 quarters.
  • Abacus Planning Group's Salesforce position peaked at $514K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.