Creative Planning’s Salesforce CRM Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-1,300	Closed	-$2.72K	–	2826
2023 Q3	$2.72K	Hold	1,300	–	–	﹤0.01%	2785
2023 Q2	$2.85K	Buy	+1,300	New	+$265K	﹤0.01%	2584
2021 Q2	–	Sell	-2,600	Closed	-$2K	–	2182
2021 Q1	$2K	Sell	2,600 -3,000	-54%	-$668K	﹤0.01%	2549
2020 Q4	$6K	Buy	5,600 +3,000	+115%	+$730K	﹤0.01%	2251
2020 Q3	$6K	Hold	2,600	–	–	﹤0.01%	2037
2020 Q2	$2K	Buy	2,600 +1,600	+160%	+$270K	﹤0.01%	1948
2020 Q1	$21K	Buy	+1,000	New	+$171K	﹤0.01%	1716
2019 Q4	–	Sell	-1,000	Closed	-$1K	–	2023
2019 Q3	$1K	Buy	+1,000	New	+$152K	﹤0.01%	1965
2016 Q4	–	Sell	-200	Closed	-$1K	–	4643
2016 Q3	$1K	Buy	+200	New	+$15.6K	﹤0.01%	4358

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creative Planning's CRM Position: Q2 2026 in Review

Creative Planning reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $8.43M and leaving 336,625 shares worth $52.7M. The position accounts for 0.03% of the portfolio, ranked #232.

Creative Planning first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $86.6M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Creative Planning held 336,625 shares of Salesforce worth $52.7M as of Q2 2026.
Creative Planning sold 47,961 Salesforce shares in Q2 2026, an estimated $8.43M.
Salesforce made up 0.03% of Creative Planning's portfolio in Q2 2026, its #232 holding.
Creative Planning first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Salesforce position peaked at $86.6M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.