Creative Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.8M | Buy |
384,586
+57,523
| +18% | +$11.9M | 0.05% | 166 |
|
|
2025
Q4 | $86.6M | Buy |
327,063
+18,272
| +6% | +$4.54M | 0.06% | 134 |
|
|
2025
Q3 | $73.2M | Buy |
308,791
+39,888
| +15% | +$10.1M | 0.06% | 144 |
|
|
2025
Q2 | $73.3M | Sell |
268,903
-4,818
| -2% | -$1.29M | 0.06% | 130 |
|
|
2025
Q1 | $73.5M | Buy |
273,721
+27,956
| +11% | +$8.7M | 0.07% | 117 |
|
|
2024
Q4 | $82.2M | Buy |
245,765
+12,022
| +5% | +$3.84M | 0.08% | 104 |
|
|
2024
Q3 | $64M | Buy |
233,743
+17,350
| +8% | +$4.44M | 0.06% | 118 |
|
|
2024
Q2 | $55.6M | Buy |
216,393
+2,539
| +1% | +$679K | 0.06% | 122 |
|
|
2024
Q1 | $64.4M | Buy |
213,854
+12,285
| +6% | +$3.54M | 0.07% | 106 |
|
|
2023
Q4 | $53M | Sell |
201,569
-57,969
| -22% | -$13.1M | 0.1% | 118 |
|
|
2023
Q3 | $52.6M | Buy |
259,538
+57,037
| +28% | +$12.3M | 0.07% | 116 |
|
|
2023
Q2 | $42.8M | Sell |
202,501
-4,671
| -2% | -$954K | 0.06% | 127 |
|
|
2023
Q1 | $41.4M | Buy |
207,172
+3,034
| +1% | +$512K | 0.06% | 129 |
|
|
2022
Q4 | $27.1M | Buy |
204,138
+18,062
| +10% | +$2.64M | 0.04% | 174 |
|
|
2022
Q3 | $26.8M | Sell |
186,076
-33,073
| -15% | -$5.61M | 0.05% | 147 |
|
|
2022
Q2 | $36.2M | Buy |
219,149
+20,541
| +10% | +$3.63M | 0.06% | 130 |
|
|
2022
Q1 | $42.2M | Buy |
198,608
+88,383
| +80% | +$19M | 0.07% | 122 |
|
|
2021
Q4 | $28M | Buy |
110,225
+2,634
| +2% | +$740K | 0.05% | 147 |
|
|
2021
Q3 | $29.2M | Sell |
107,591
-2,377
| -2% | -$604K | 0.05% | 139 |
|
|
2021
Q2 | $26.9M | Sell |
109,968
-22,871
| -17% | -$5.27M | 0.05% | 148 |
|
|
2021
Q1 | $28.1M | Buy |
132,839
+6,767
| +5% | +$1.51M | 0.06% | 130 |
|
|
2020
Q4 | $28.1M | Buy |
126,072
+36,827
| +41% | +$8.96M | 0.06% | 125 |
|
|
2020
Q3 | $22.4M | Sell |
89,245
-9,653
| -10% | -$2.11M | 0.06% | 129 |
|
|
2020
Q2 | $18.5M | Sell |
98,898
-996
| -1% | -$168K | 0.05% | 126 |
|
|
2020
Q1 | $14.4M | Buy |
99,894
+3,852
| +4% | +$660K | 0.05% | 133 |
|
|
2019
Q4 | $15.6M | Buy |
96,042
+1,089
| +1% | +$171K | 0.05% | 140 |
|
|
2019
Q3 | $14.1M | Buy |
94,953
+19,340
| +26% | +$2.94M | 0.05% | 141 |
|
|
2019
Q2 | $11.5M | Buy |
75,613
+6,183
| +9% | +$969K | 0.04% | 159 |
|
|
2019
Q1 | $11M | Buy |
69,430
+483
| +0.7% | +$74.9K | 0.04% | 152 |
|
|
2018
Q4 | $9.44M | Buy |
68,947
+14,618
| +27% | +$2.01M | 0.04% | 155 |
|
|
2018
Q3 | $8.64M | Buy |
54,329
+2,202
| +4% | +$327K | 0.03% | 185 |
|
|
2018
Q2 | $7.11M | Buy |
52,127
+1,044
| +2% | +$133K | 0.03% | 198 |
|
|
2018
Q1 | $5.94M | Buy |
51,083
+7,089
| +16% | +$814K | 0.02% | 210 |
|
|
2017
Q4 | $4.5M | Sell |
43,994
-9,443
| -18% | -$962K | 0.02% | 262 |
|
|
2017
Q3 | $4.99M | Buy |
53,437
+7,295
| +16% | +$671K | 0.02% | 239 |
|
|
2017
Q2 | $4M | Buy |
46,142
+545
| +1% | +$47.5K | 0.02% | 269 |
|
|
2017
Q1 | $3.76M | Buy |
45,597
+5,180
| +13% | +$414K | 0.02% | 269 |
|
|
2016
Q4 | $2.77M | Sell |
40,417
-3,347
| -8% | -$243K | 0.02% | 318 |
|
|
2016
Q3 | $3.12M | Buy |
43,764
+12,628
| +41% | +$985K | 0.02% | 285 |
|
|
2016
Q2 | $2.47M | Buy |
31,136
+2,098
| +7% | +$165K | 0.02% | 294 |
|
|
2016
Q1 | $2.14M | Buy |
29,038
+522
| +2% | +$35.9K | 0.02% | 302 |
|
|
2015
Q4 | $2.24M | Buy |
28,516
+2,405
| +9% | +$188K | 0.02% | 283 |
|
|
2015
Q3 | $1.81M | Buy |
26,111
+385
| +1% | +$27.3K | 0.02% | 312 |
|
|
2015
Q2 | $1.79M | Sell |
25,726
-1,445
| -5% | -$103K | 0.02% | 318 |
|
|
2015
Q1 | $1.81M | Buy |
27,171
+7,043
| +35% | +$437K | 0.02% | 303 |
|
|
2014
Q4 | $1.19M | Buy |
20,128
+1,992
| +11% | +$117K | 0.01% | 396 |
|
|
2014
Q3 | $1.04M | Buy |
18,136
+3,672
| +25% | +$207K | 0.01% | 392 |
|
|
2014
Q2 | $840K | Sell |
14,464
-2,950
| -17% | -$159K | 0.01% | 443 |
|
|
2014
Q1 | $994K | Buy |
17,414
+1,971
| +13% | +$118K | 0.02% | 370 |
|
|
2013
Q4 | $852K | Buy |
15,443
+1,627
| +12% | +$87K | 0.01% | 351 |
|
|
2013
Q3 | $717K | Sell |
13,816
-3,464
| -20% | -$157K | 0.01% | 343 |
|
|
2013
Q2 | $660K | Buy |
+17,280
| New | +$713K | 0.02% | 337 |
|
Other funds holding CRM
VCM
VPM
Creative Planning's CRM Position: Q1 2026 in Review
Creative Planning increased its Salesforce (CRM) stake by 18% in Q1 2026, buying an estimated $11.9M and bringing the position to 384,586 shares worth $71.8M. The position accounts for 0.05% of the portfolio, ranked #166.
Creative Planning first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.6M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Creative Planning held 384,586 shares of Salesforce worth $71.8M as of Q1 2026.
- Creative Planning bought 57,523 Salesforce shares in Q1 2026, an estimated $11.9M.
- Salesforce made up 0.05% of Creative Planning's portfolio in Q1 2026, its #166 holding.
- Creative Planning first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Salesforce position peaked at $86.6M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.