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Center for Financial Planning’s Salesforce CRM Stock Holding History

Center for Financial Planning’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 		$1.57M Buy
10,051
+581
+6% +$102K 0.15% 54
2026
Q1 		$1.77M Buy
9,470
+1,704
+22% +$353K 0.18% 47
2025
Q4 		$2.06M Buy
7,766
+404
+5% +$100K 0.21% 39
2025
Q3 		$1.74M Hold
7,362
– – 0.19% 45
2025
Q2 		$2.01M Hold
7,362
– – 0.23% 38
2025
Q1 		$1.98M Buy
7,362
+12
+0.2% +$3.73K 0.25% 38
2024
Q4 		$2.46M Hold
7,350
– – 0.33% 26
2024
Q3 		$2.01M Sell
7,350
-338
-4% -$86.6K 0.27% 31
2024
Q2 		$1.98M Buy
7,688
+11
+0.1% +$2.94K 0.29% 30
2024
Q1 		$2.31M Buy
7,677
+326
+4% +$94.1K 0.35% 25
2023
Q4 		$1.93M Hold
7,351
– – 0.36% 26
2023
Q3 		$1.49M Buy
7,351
+27
+0.4% +$5.83K 0.32% 36
2023
Q2 		$1.55M Hold
7,324
– – 0.32% 35
2023
Q1 		$1.46M Hold
7,324
– – 0.34% 35
2022
Q4 		$971K Buy
7,324
+370
+5% +$54K 0.24% 48
2022
Q3 		$1M Hold
6,954
– – 0.27% 44
2022
Q2 		$1.15M Hold
6,954
– – 0.29% 39
2022
Q1 		$1.48M Hold
6,954
– – 0.3% 34
2021
Q4 		$1.77M Hold
6,954
– – 0.36% 27
2021
Q3 		$1.89M Buy
6,954
+176
+3% +$44.7K 0.46% 22
2021
Q2 		$1.66M Hold
6,778
– – 0.41% 26
2021
Q1 		$1.44M Buy
6,778
+28
+0.4% +$6.23K 0.37% 29
2020
Q4 		$1.5M Hold
6,750
– – 0.43% 25
2020
Q3 		$1.7M Sell
6,750
-2
-0% -$438 0.55% 19
2020
Q2 		$1.26M Buy
6,752
+1,150
+21% +$194K 0.44% 27
2020
Q1 		$807K Hold
5,602
– – 0.27% 42
2019
Q4 		$911K Buy
+5,602
New +$878K 0.23% 40

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's CRM Position: Q2 2026 in Review

Center for Financial Planning increased its Salesforce (CRM) stake by 6.1% in Q2 2026, buying an estimated $102K and bringing the position to 10,051 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #54.

Center for Financial Planning first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.46M in Q4 2024. 739 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Center for Financial Planning held 10,051 shares of Salesforce worth $1.57M as of Q2 2026.
  • Center for Financial Planning bought 581 Salesforce shares in Q2 2026, an estimated $102K.
  • Salesforce made up 0.15% of Center for Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Center for Financial Planning first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Salesforce position peaked at $2.46M in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.