Estate Planners Group’s Salesforce CRM Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-32	Closed	-$8.48K	–	136
2025 Q4	$8.48K	Buy	+32	New	+$7.95K	﹤0.01%	295

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Estate Planners Group's CRM Position: Q1 2026 in Review

Estate Planners Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 32 shares — an estimated $8.48K sold.

Estate Planners Group first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $8.48K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Estate Planners Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 32 Salesforce shares in Q1 2026, an estimated $8.48K.
Estate Planners Group first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Salesforce position peaked at $8.48K in Q4 2025.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.