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Financial Planning Hawaii’s Salesforce CRM Stock Holding History

Financial Planning Hawaii’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 		$397K Buy
2,537
+537
+27% +$94.4K 0.21% 86
2026
Q1 		$373K Hold
2,000
– – 0.22% 93
2025
Q4 		$530K Buy
+2,000
New +$497K 0.31% 78

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Planning Hawaii's CRM Position: Q2 2026 in Review

Financial Planning Hawaii increased its Salesforce (CRM) stake by 27% in Q2 2026, buying an estimated $94.4K and bringing the position to 2,537 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #86.

Financial Planning Hawaii first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $530K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Planning Hawaii held 2,537 shares of Salesforce worth $397K as of Q2 2026.
  • Financial Planning Hawaii bought 537 Salesforce shares in Q2 2026, an estimated $94.4K.
  • Salesforce made up 0.21% of Financial Planning Hawaii's portfolio in Q2 2026, its #86 holding.
  • Financial Planning Hawaii first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Salesforce position peaked at $530K in Q4 2025.
  • 1,454 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.