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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.