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Holistic Planning’s Salesforce CRM Stock Holding History

Holistic 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
Q1 		$269K Sell
1,443
-77
-5% -$16K 0.05% 251
2025
Q4 		$403K Buy
1,520
+21
+1% +$5.22K 0.09% 188
2025
Q3 		$355K Sell
1,499
-232
-13% -$58.5K 0.09% 167
2025
Q2 		$472K Buy
1,731
+746
+76% +$199K 0.14% 124
2025
Q1 		$264K Buy
985
+91
+10% +$28.3K 0.09% 152
2024
Q4 		$299K Buy
894
+6
+0.7% +$1.92K 0.11% 130
2024
Q3 		$243K Buy
888
+164
+23% +$42K 0.1% 136
2024
Q2 		$218K Hold
724
– – 0.17% 106
2024
Q1 		$218K Buy
+724
New +$209K 0.17% 106

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Holistic Planning's CRM Position: Q1 2026 in Review

Holistic Planning reduced its Salesforce (CRM) stake by 5.1% in Q1 2026, selling an estimated $16K and leaving 1,443 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #251.

Holistic Planning first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $472K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Holistic Planning held 1,443 shares of Salesforce worth $269K as of Q1 2026.
  • Holistic Planning sold 77 Salesforce shares in Q1 2026, an estimated $16K.
  • Salesforce made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #251 holding.
  • Holistic Planning first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • Holistic Planning's Salesforce position peaked at $472K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.