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Capital Planning Advisors’s Salesforce CRM Stock Holding History

Capital Planning Advisors’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
2025
Q3 		– Sell
-989
Closed -$270K – 148
2025
Q2 		$270K Sell
989
-85
-8% -$22.7K 0.04% 123
2025
Q1 		$288K Buy
1,074
+4
+0.4% +$1.24K 0.04% 118
2024
Q4 		$358K Buy
1,070
+25
+2% +$7.98K 0.06% 113
2024
Q3 		$286K Buy
1,045
+7
+0.7% +$1.79K 0.04% 118
2024
Q2 		$267K Sell
1,038
-203
-16% -$54.3K 0.05% 121
2024
Q1 		$374K Buy
1,241
+43
+4% +$12.4K 0.07% 112
2023
Q4 		$315K Sell
1,198
-4
-0.3% -$905 0.06% 113
2023
Q3 		$244K Sell
1,202
-12
-1% -$2.59K 0.05% 112
2023
Q2 		$256K Sell
1,214
-14
-1% -$2.86K 0.05% 115
2023
Q1 		$245K Buy
+1,228
New +$207K 0.05% 114
2022
Q4 		– Sell
-1,756
Closed -$253K – 122
2022
Q3 		$253K Sell
1,756
-194
-10% -$32.9K 0.07% 107
2022
Q2 		$322K Sell
1,950
-2,649
-58% -$468K 0.09% 101
2022
Q1 		$976K Sell
4,599
-151
-3% -$32.5K 0.21% 82
2021
Q4 		$1.21M Sell
4,750
-16
-0.3% -$4.5K 0.23% 81
2021
Q3 		$1.29M Sell
4,766
-103
-2% -$26.2K 0.27% 78
2021
Q2 		$1.19M Sell
4,869
-4,741
-49% -$1.09M 0.24% 82
2021
Q1 		$2.04M Sell
9,610
-980
-9% -$218K 0.46% 58
2020
Q4 		$2.36M Buy
10,590
+811
+8% +$197K 0.58% 42
2020
Q3 		$2.46M Buy
9,779
+671
+7% +$147K 0.67% 38
2020
Q2 		$1.71M Buy
+9,108
New +$1.53M 0.51% 53

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's CRM Position: Q3 2025 in Review

Capital Planning Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 989 shares — an estimated $270K sold.

Capital Planning Advisors first reported a position in CRM in Q2 2020 and held it in 20 quarters. The position peaked at $2.46M in Q3 2020. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Capital Planning Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 989 Salesforce shares in Q3 2025, an estimated $270K.
  • Capital Planning Advisors first reported a position in Salesforce in Q2 2020 and held it in 20 quarters.
  • Capital Planning Advisors's Salesforce position peaked at $2.46M in Q3 2020.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Capital Planning Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.