Axim Planning & Wealth’s Salesforce CRM Stock Holding History

Axim Planning & Wealth’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	-2,292	Closed	-$428K	–	93
2026 Q1	$428K	Buy	+2,292	New	+$475K	0.52%	37
2025 Q4	–	Sell	-2,381	Closed	-$564K	–	79
2025 Q3	$564K	Buy	+2,381	New	+$601K	0.45%	31

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

Axim Planning & Wealth's CRM Position: Q2 2026 in Review

Axim Planning & Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,292 shares — an estimated $428K sold.

Axim Planning & Wealth first reported a position in CRM in Q3 2025 and held it in 2 quarters. The position peaked at $564K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Axim Planning & Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Axim Planning & Wealth sold 2,292 Salesforce shares in Q2 2026, an estimated $428K.
Axim Planning & Wealth first reported a position in Salesforce in Q3 2025 and held it in 2 quarters.
Axim Planning & Wealth's Salesforce position peaked at $564K in Q3 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.