Avantax Planning Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.37M | Buy |
8,751
+773
| +10% | +$136K | 0.03% | 176 |
|
|
2026
Q1 | $1.49M | Buy |
7,978
+1,739
| +28% | +$360K | 0.04% | 154 |
|
|
2025
Q4 | $1.65M | Buy |
6,239
+188
| +3% | +$46.7K | 0.05% | 148 |
|
|
2025
Q3 | $1.43M | Buy |
6,051
+1,280
| +27% | +$323K | 0.04% | 161 |
|
|
2025
Q2 | $1.3M | Buy |
4,771
+595
| +14% | +$159K | 0.04% | 172 |
|
|
2025
Q1 | $1.12M | Buy |
4,176
+546
| +15% | +$170K | 0.04% | 178 |
|
|
2024
Q4 | $1.21M | Buy |
3,630
+216
| +6% | +$68.9K | 0.04% | 163 |
|
|
2024
Q3 | $934K | Sell |
3,414
-1,891
| -36% | -$484K | 0.03% | 184 |
|
|
2024
Q2 | $1.36M | Sell |
5,305
-88
| -2% | -$23.5K | 0.04% | 177 |
|
|
2024
Q1 | $1.62M | Buy |
5,393
+807
| +18% | +$233K | 0.05% | 167 |
|
|
2023
Q4 | $1.21M | Sell |
4,586
-551
| -11% | -$125K | 0.05% | 158 |
|
|
2023
Q3 | $1.04M | Sell |
5,137
-59
| -1% | -$12.7K | 0.04% | 158 |
|
|
2023
Q2 | $1.1M | Sell |
5,196
-145
| -3% | -$29.6K | 0.04% | 156 |
|
|
2023
Q1 | $1.07M | Sell |
5,341
-1,623
| -23% | -$274K | 0.04% | 159 |
|
|
2022
Q4 | $923K | Sell |
6,964
-378
| -5% | -$55.2K | 0.04% | 172 |
|
|
2022
Q3 | $1.06M | Sell |
7,342
-87
| -1% | -$14.8K | 0.05% | 144 |
|
|
2022
Q2 | $1.23M | Buy |
7,429
+2,194
| +42% | +$388K | 0.05% | 132 |
|
|
2022
Q1 | $1.11M | Buy |
5,235
+432
| +9% | +$93K | 0.04% | 151 |
|
|
2021
Q4 | $1.22M | Buy |
4,803
+123
| +3% | +$34.6K | 0.05% | 143 |
|
|
2021
Q3 | $1.27M | Sell |
4,680
-1,022
| -18% | -$260K | 0.06% | 116 |
|
|
2021
Q2 | $1.39M | Sell |
5,702
-767
| -12% | -$177K | 0.07% | 108 |
|
|
2021
Q1 | $1.37M | Sell |
6,469
-1,101
| -15% | -$245K | 0.07% | 114 |
|
|
2020
Q4 | $1.69M | Sell |
7,570
-1,468
| -16% | -$357K | 0.09% | 92 |
|
|
2020
Q3 | $2.27M | Sell |
9,038
-761
| -8% | -$167K | 0.12% | 73 |
|
|
2020
Q2 | $1.84M | Buy |
9,799
+4,588
| +88% | +$773K | 0.1% | 83 |
|
|
2020
Q1 | $750K | Buy |
5,211
+1,068
| +26% | +$183K | 0.05% | 122 |
|
|
2019
Q4 | $674K | Sell |
4,143
-67
| -2% | -$10.5K | 0.04% | 141 |
|
|
2019
Q3 | $625K | Buy |
4,210
+596
| +16% | +$90.6K | 0.04% | 145 |
|
|
2019
Q2 | $552K | Buy |
3,614
+135
| +4% | +$21.2K | 0.04% | 158 |
|
|
2019
Q1 | $551K | Buy |
3,479
+955
| +38% | +$148K | 0.04% | 153 |
|
|
2018
Q4 | $346K | Buy |
2,524
+215
| +9% | +$29.6K | 0.03% | 179 |
|
|
2018
Q3 | $367K | Sell |
2,309
-261
| -10% | -$38.7K | 0.03% | 167 |
|
|
2018
Q2 | $350K | Sell |
2,570
-264
| -9% | -$33.7K | 0.03% | 162 |
|
|
2018
Q1 | $330K | Buy |
2,834
+59
| +2% | +$6.78K | 0.03% | 215 |
|
|
2017
Q4 | $284K | Sell |
2,775
-1,430
| -34% | -$146K | 0.03% | 232 |
|
|
2017
Q3 | $393K | Buy |
4,205
+1,000
| +31% | +$92K | 0.03% | 243 |
|
|
2017
Q2 | $278K | Buy |
+3,205
| New | +$279K | 0.02% | 265 |
|
Other funds holding CRM
Avantax Planning Partners's CRM Position: Q2 2026 in Review
Avantax Planning Partners increased its Salesforce (CRM) stake by 9.7% in Q2 2026, buying an estimated $136K and bringing the position to 8,751 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #176.
Avantax Planning Partners first reported a position in CRM in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.27M in Q3 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Avantax Planning Partners held 8,751 shares of Salesforce worth $1.37M as of Q2 2026.
- Avantax Planning Partners bought 773 Salesforce shares in Q2 2026, an estimated $136K.
- Salesforce made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #176 holding.
- Avantax Planning Partners first reported a position in Salesforce in Q2 2017 and has held it in 37 quarters since.
- Avantax Planning Partners's Salesforce position peaked at $2.27M in Q3 2020.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.