Action Point Financial Planning’s Salesforce CRM Stock Holding History

Action Point Financial Planning’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	$135K	Buy	+724	New	+$127K	0.01%	522

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Action Point Financial Planning's CRM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Salesforce (CRM) in Q2 2026: 724 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings.

2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Action Point Financial Planning held 724 shares of Salesforce worth $135K as of Q2 2026.
Salesforce was a new Action Point Financial Planning position in Q2 2026.
Salesforce made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #522 holding.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.