Financial Life Planners’s Salesforce CRM Stock Holding History

Financial Life Planners’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	$93.4K	Buy	596 +11	+2%	+$1.93K	0.06%	90
2026 Q1	$109K	Sell	585 -1,132	-66%	-$235K	0.08%	79
2025 Q4	$455K	Sell	1,717 -115	-6%	-$28.6K	0.33%	35
2025 Q3	$434K	Sell	1,832 -22	-1%	-$5.55K	0.29%	35
2025 Q2	$506K	Sell	1,854 -48	-3%	-$12.8K	0.41%	29
2025 Q1	$510K	Sell	1,902 -4	-0.2%	-$1.24K	0.5%	25
2024 Q4	$638K	Buy	+1,906	New	+$608K	0.53%	21

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Financial Life Planners's CRM Position: Q2 2026 in Review

Financial Life Planners increased its Salesforce (CRM) stake by 1.9% in Q2 2026, buying an estimated $1.93K and bringing the position to 596 shares worth $93.4K. The position accounts for 0.06% of the portfolio, ranked #90.

Financial Life Planners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $638K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Financial Life Planners held 596 shares of Salesforce worth $93.4K as of Q2 2026.
Financial Life Planners bought 11 Salesforce shares in Q2 2026, an estimated $1.93K.
Salesforce made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #90 holding.
Financial Life Planners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Salesforce position peaked at $638K in Q4 2024.
1,080 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.