Falcon Wealth Planning’s Salesforce CRM Stock Holding History

Falcon Wealth 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 Q1	–	Sell	-761	Closed	-$202K	–	239
2025 Q4	$202K	Buy	+761	New	+$189K	0.02%	210

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

Falcon Wealth Planning's CRM Position: Q1 2026 in Review

Falcon Wealth Planning sold out of Salesforce (CRM) in Q1 2026, closing a stake of 761 shares — an estimated $202K sold.

Falcon Wealth Planning first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Falcon Wealth Planning reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Falcon Wealth Planning sold 761 Salesforce shares in Q1 2026, an estimated $202K.
Falcon Wealth Planning first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Falcon Wealth Planning's Salesforce position peaked at $202K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Falcon Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.