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Cornerstone Planning Group’s Salesforce CRM Stock Holding History

Cornerstone Planning Group’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 		$61.2K Sell
376
-85
-18% -$14.9K 0.01% 354
2026
Q1 		$86.1K Buy
461
+3
+0.7% +$622 0.01% 273
2025
Q4 		$104K Buy
458
+355
+345% +$88.2K 0.02% 212
2025
Q3 		$5.25K Sell
103
-318
-76% -$80.2K ﹤0.01% 935
2025
Q2 		$104K Sell
421
-244
-37% -$65.2K 0.02% 136
2025
Q1 		$167K Buy
665
+327
+97% +$102K 0.04% 97
2024
Q4 		$117K Buy
338
+11
+3% +$3.51K 0.03% 105
2024
Q3 		$97.8K Buy
327
+4
+1% +$1.02K 0.03% 119
2024
Q2 		$77.2K Buy
323
+14
+5% +$3.75K 0.02% 153
2024
Q1 		$84.6K Sell
309
-71
-19% -$20.5K 0.03% 125
2023
Q4 		$100K Sell
380
-24
-6% -$5.43K 0.03% 120
2023
Q3 		$81.9K Sell
404
-89
-18% -$19.2K 0.03% 126
2023
Q2 		$104K Buy
+493
New +$101K 0.04% 129
2022
Q4 		$86.1K Buy
+588
New +$85.8K 0.04% 178

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's CRM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $14.9K and leaving 376 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #354.

Cornerstone Planning Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $167K in Q1 2025. 1,542 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Planning Group held 376 shares of Salesforce worth $61.2K as of Q2 2026.
  • Cornerstone Planning Group sold 85 Salesforce shares in Q2 2026, an estimated $14.9K.
  • Salesforce made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #354 holding.
  • Cornerstone Planning Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Salesforce position peaked at $167K in Q1 2025.
  • 1,542 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.