CPC
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Consolidated Planning Corp’s Salesforce CRM Stock Holding History

Consolidated Planning Corp’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
Q2 		– Sell
-755
Closed -$203K – 186
2025
Q1 		$203K Hold
755
– – 0.03% 180
2024
Q4 		$252K Buy
755
+1
+0.1% +$319 0.03% 181
2024
Q3 		$206K Buy
+754
New +$193K 0.03% 194
2024
Q2 		– Sell
-38,597
Closed -$11.6M – 189
2024
Q1 		$11.6M Sell
38,597
-1,068
-3% -$308K 1.99% 10
2023
Q4 		$10.4M Buy
39,665
+29,604
+294% +$6.7M 1.94% 9
2023
Q3 		$2.04M Buy
+10,061
New +$2.17M 0.45% 60
2022
Q3 		– Sell
-10,117
Closed -$1.67M – 114
2022
Q2 		$1.67M Buy
+10,117
New +$1.79M 0.52% 51
2021
Q4 		– Sell
-444
Closed -$120K – 143
2021
Q3 		$120K Buy
+444
New +$113K 0.08% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Planning Corp's CRM Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Salesforce (CRM) in Q2 2025, closing a stake of 755 shares — an estimated $203K sold.

Consolidated Planning Corp first reported a position in CRM in Q3 2021 and held it in 8 quarters. The position peaked at $11.6M in Q1 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 755 Salesforce shares in Q2 2025, an estimated $203K.
  • Consolidated Planning Corp first reported a position in Salesforce in Q3 2021 and held it in 8 quarters.
  • Consolidated Planning Corp's Salesforce position peaked at $11.6M in Q1 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.