CPC
CRM icon

CFC Planning Company’s Salesforce CRM Stock Holding History

CFC Planning Company’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 		$2.05M Sell
13,078
-652
-5% -$115K 1.2% 30
2026
Q1 		$2.56M Buy
13,730
+2,516
+22% +$521K 1.83% 20
2025
Q4 		$2.97M Buy
11,214
+687
+7% +$171K 2.26% 14
2025
Q3 		$2.49M Buy
10,527
+513
+5% +$129K 2.05% 24
2025
Q2 		$2.73M Buy
10,014
+587
+6% +$157K 2.58% 11
2025
Q1 		$2.53M Buy
9,427
+815
+9% +$253K 2.71% 14
2024
Q4 		$2.88M Buy
+8,612
New +$2.75M 3.08% 7

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 $3.37T AUM 44.26% 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

CFC Planning Company's CRM Position: Q2 2026 in Review

CFC Planning Company reduced its Salesforce (CRM) stake by 4.7% in Q2 2026, selling an estimated $115K and leaving 13,078 shares worth $2.05M. The position accounts for 1.2% of the portfolio, ranked #30.

CFC Planning Company first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CFC Planning Company held 13,078 shares of Salesforce worth $2.05M as of Q2 2026.
  • CFC Planning Company sold 652 Salesforce shares in Q2 2026, an estimated $115K.
  • Salesforce made up 1.2% of CFC Planning Company's portfolio in Q2 2026, its #30 holding.
  • CFC Planning Company first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • CFC Planning Company's Salesforce position peaked at $2.97M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.