CPC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CFC Planning Company's CRM Position: Q1 2026 in Review

CFC Planning Company increased its Salesforce (CRM) stake by 22% in Q1 2026, buying an estimated $521K and bringing the position to 13,730 shares worth $2.56M. The position accounts for 1.83% of the portfolio, ranked #20.

CFC Planning Company first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.97M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • CFC Planning Company held 13,730 shares of Salesforce worth $2.56M as of Q1 2026.
  • CFC Planning Company bought 2,516 Salesforce shares in Q1 2026, an estimated $521K.
  • Salesforce made up 1.83% of CFC Planning Company's portfolio in Q1 2026, its #20 holding.
  • CFC Planning Company first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's Salesforce position peaked at $2.97M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.