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BFC Planning, Inc.’s Salesforce CRM Stock Holding History

BFC Planning, Inc.’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
Q3 		$2.61M Buy
11,344
+4,276
+60% +$882K 0.1% 198
2026
Q2 		$1.11M Buy
7,068
+3,334
+89% +$586K 0.05% 371
2026
Q1 		$697K Sell
3,734
-2,489
-40% -$516K 0.03% 463
2025
Q4 		$1.65M Sell
6,223
-1,907
-23% -$474K 0.07% 259
2025
Q3 		$1.93M Sell
8,130
-2,025
-20% -$511K 0.14% 133
2025
Q2 		$2.77M Sell
10,155
-1,241
-11% -$332K 0.22% 91
2025
Q1 		$3.06M Sell
11,396
-280
-2% -$87.1K 0.27% 78
2024
Q4 		$3.9M Buy
11,676
+1,021
+10% +$326K 0.32% 60
2024
Q3 		$2.92M Buy
+10,655
New +$2.73M 0.25% 77

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BFC Planning, Inc.'s CRM Position: Q3 2026 in Review

BFC Planning, Inc. increased its Salesforce (CRM) stake by 60% in Q3 2026, buying an estimated $882K and bringing the position to 11,344 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #198.

BFC Planning, Inc. first reported a position in CRM in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.9M in Q4 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • BFC Planning, Inc. held 11,344 shares of Salesforce worth $2.61M as of Q3 2026.
  • BFC Planning, Inc. bought 4,276 Salesforce shares in Q3 2026, an estimated $882K.
  • Salesforce made up 0.1% of BFC Planning, Inc.'s portfolio in Q3 2026, its #198 holding.
  • BFC Planning, Inc. first reported a position in Salesforce in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Salesforce position peaked at $3.9M in Q4 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.