CPL
CRM icon

Capital & Planning LLC’s Salesforce CRM Stock Holding History

Capital & Planning LLC’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
-45
Closed -$8.4K – 67
2026
Q1 		$8.4K Buy
+45
New +$9.32K 0.01% 103
2025
Q1 		– Sell
-35
Closed -$11.7K – 66
2024
Q4 		$11.7K Buy
+35
New +$11.2K 0.01% 88

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's CRM Position: Q2 2026 in Review

Capital & Planning LLC sold out of Salesforce (CRM) in Q2 2026, closing a stake of 45 shares — an estimated $8.4K sold.

Capital & Planning LLC first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $11.7K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital & Planning LLC reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 45 Salesforce shares in Q2 2026, an estimated $8.4K.
  • Capital & Planning LLC first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Salesforce position peaked at $11.7K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.