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Asset Planning Inc’s Salesforce CRM Stock Holding History

Asset Planning Inc’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 		$14.6K Hold
93
– – 0.01% 235
2026
Q1 		$17.4K Hold
93
– – 0.01% 210
2025
Q4 		$24.6K Hold
93
– – 0.02% 192
2025
Q3 		$22K Hold
93
– – 0.02% 200
2025
Q2 		$25.4K Hold
93
– – 0.02% 191
2025
Q1 		$25K Hold
93
– – 0.02% 195
2024
Q4 		$31.1K Buy
+93
New +$29.7K 0.02% 181

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

Asset Planning Inc's CRM Position: Q2 2026 in Review

Asset Planning Inc held its Salesforce (CRM) position steady in Q2 2026 at 93 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #235.

Asset Planning Inc first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.1K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Asset Planning Inc held 93 shares of Salesforce worth $14.6K as of Q2 2026.
  • Asset Planning Inc left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #235 holding.
  • Asset Planning Inc first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Salesforce position peaked at $31.1K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.