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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Asset Planning Inc's CRM Position: Q1 2026 in Review

Asset Planning Inc held its Salesforce (CRM) position steady in Q1 2026 at 93 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Asset Planning Inc first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.1K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Asset Planning Inc held 93 shares of Salesforce worth $17.4K as of Q1 2026.
  • Asset Planning Inc left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #210 holding.
  • Asset Planning Inc first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Salesforce position peaked at $31.1K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.