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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,000
| Closed | -$3.9M | – | 3095 |
|
|
2024
Q1 | $3.9M | Sell |
35,000
-35,100
| -50% | -$10.1M | ﹤0.01% | 696 |
|
|
2023
Q4 | $5.67M | Hold |
70,100
| – | – | 0.01% | 533 |
|
|
2023
Q3 | $2.67M | Sell |
70,100
-100
| -0.1% | -$21.6K | ﹤0.01% | 733 |
|
|
2023
Q2 | $3.37M | Buy |
70,200
+100
| +0.1% | +$20.4K | ﹤0.01% | 642 |
|
|
2023
Q1 | $3.03M | Sell |
70,100
-500
| -0.7% | -$84.5K | ﹤0.01% | 642 |
|
|
2022
Q4 | $936K | Buy |
70,600
+70,200
| +17,550% | +$10.2M | ﹤0.01% | 1067 |
|
|
2022
Q3 | $10K | Buy |
400
+300
| +300% | +$50.9K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2264 |
|
|
2022
Q1 | $3K | Buy |
+100
| New | +$21.5K | ﹤0.01% | 2276 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$42K | – | 2181 |
|
|
2021
Q1 | $42K | Sell |
3,400
-23,800
| -88% | -$5.3M | ﹤0.01% | 2371 |
|
|
2020
Q4 | $622K | Buy |
27,200
+25,400
| +1,411% | +$6.18M | ﹤0.01% | 1190 |
|
|
2020
Q3 | $115K | Buy |
1,800
+100
| +6% | +$21.9K | ﹤0.01% | 1805 |
|
|
2020
Q2 | $40K | Hold |
1,700
| – | – | ﹤0.01% | 1779 |
|
|
2020
Q1 | $19K | Buy |
1,700
+900
| +113% | +$154K | ﹤0.01% | 1725 |
|
|
2019
Q4 | $14K | Sell |
800
-100
| -11% | -$15.7K | ﹤0.01% | 1895 |
|
|
2019
Q3 | $16K | Sell |
900
-1,300
| -59% | -$198K | ﹤0.01% | 1873 |
|
|
2019
Q2 | $21K | Sell |
2,200
-3,100
| -58% | -$486K | ﹤0.01% | 1887 |
|
|
2019
Q1 | $128K | Buy |
5,300
+3,400
| +179% | +$527K | ﹤0.01% | 1668 |
|
|
2018
Q4 | $18K | Buy |
1,900
+1,200
| +171% | +$165K | ﹤0.01% | 1794 |
|
|
2018
Q3 | $10K | Buy |
700
+600
| +600% | +$89K | ﹤0.01% | 1991 |
|
|
2018
Q2 | $2K | Buy |
+100
| New | +$12.8K | ﹤0.01% | 2000 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$13K | – | 4642 |
|
|
2016
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 3319 |
|
|
2016
Q2 | $21K | Sell |
1,000
-400
| -29% | -$31.4K | ﹤0.01% | 2755 |
|
|
2016
Q1 | $21K | Sell |
1,400
-500
| -26% | -$34.4K | ﹤0.01% | 2716 |
|
|
2015
Q4 | $29K | Buy |
1,900
+1,000
| +111% | +$78.1K | ﹤0.01% | 2565 |
|
|
2015
Q3 | $4K | Buy |
+900
| New | +$63.8K | ﹤0.01% | 3700 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$1K | – | 1474 |
|
|
2015
Q1 | $1K | Sell |
400
-600
| -60% | -$37.2K | ﹤0.01% | 4003 |
|
|
2014
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3804 |
|
|
2014
Q3 | $4K | Buy |
+1,000
| New | +$56.3K | ﹤0.01% | 3381 |
|
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.