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Decker Retirement Planning’s Salesforce CRM Stock Holding History

Decker Retirement 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
2026
Q2 		$6.11K Hold
39
– – ﹤0.01% 266
2026
Q1 		$7.28K Hold
39
– – ﹤0.01% 181
2025
Q4 		$10.3K Hold
39
– – 0.01% 164
2025
Q3 		$9.24K Sell
39
-111
-74% -$28K 0.01% 161
2025
Q2 		$40.9K Buy
150
+111
+285% +$29.7K 0.02% 86
2025
Q1 		$10.5K Sell
39
-2
-5% -$622 0.01% 120
2024
Q4 		$13.7K Buy
+41
New +$13.1K 0.01% 224

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Decker Retirement Planning's CRM Position: Q2 2026 in Review

Decker Retirement Planning held its Salesforce (CRM) position steady in Q2 2026 at 39 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Decker Retirement Planning first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q2 2025. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Decker Retirement Planning held 39 shares of Salesforce worth $6.11K as of Q2 2026.
  • Decker Retirement Planning left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #266 holding.
  • Decker Retirement Planning first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Decker Retirement Planning's Salesforce position peaked at $40.9K in Q2 2025.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.