Essential Planning’s Salesforce CRM Stock Holding History

Essential 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
2025 Q1	–	Sell	-4,106	Closed	-$1.31M	–	120
2024 Q4	$1.31M	Buy	+4,106	New	+$1.31M	0.01%	218

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essential Planning's CRM Position: Q1 2025 in Review

Essential Planning sold out of Salesforce (CRM) in Q1 2025, closing a stake of 4,106 shares — an estimated $1.31M sold.

Essential Planning first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $1.31M in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Essential Planning reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 4,106 Salesforce shares in Q1 2025, an estimated $1.31M.
Essential Planning first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Essential Planning's Salesforce position peaked at $1.31M in Q4 2024.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.