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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
Q3 		$557K Sell
2,425
-231
-9% -$47.6K 0.22% 45
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Green Ridge Wealth Planning's CRM Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Salesforce (CRM) stake by 8.7% in Q3 2026, selling an estimated $47.6K and leaving 2,425 shares worth $557K. The position accounts for 0.22% of the portfolio, ranked #45.

Green Ridge Wealth Planning first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $869K in Q4 2025. 82 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Green Ridge Wealth Planning held 2,425 shares of Salesforce worth $557K as of Q3 2026.
  • Green Ridge Wealth Planning sold 231 Salesforce shares in Q3 2026, an estimated $47.6K.
  • Salesforce made up 0.22% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #45 holding.
  • Green Ridge Wealth Planning first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Salesforce position peaked at $869K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.