GRWP
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Green Ridge Wealth Planning’s Salesforce CRM Stock Holding History

Green Ridge 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
Q2 		$416K Sell
2,656
-638
-19% -$112K 0.18% 59
2026
Q1 		$615K Buy
3,294
+14
+0.4% +$2.9K 0.32% 40
2025
Q4 		$869K Buy
+3,280
New +$815K 0.44% 34

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Green Ridge Wealth Planning's CRM Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $112K and leaving 2,656 shares worth $416K. The position accounts for 0.18% of the portfolio, ranked #59.

Green Ridge Wealth Planning first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $869K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Green Ridge Wealth Planning held 2,656 shares of Salesforce worth $416K as of Q2 2026.
  • Green Ridge Wealth Planning sold 638 Salesforce shares in Q2 2026, an estimated $112K.
  • Salesforce made up 0.18% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #59 holding.
  • Green Ridge Wealth Planning first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Salesforce position peaked at $869K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.