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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
Q2 		– Sell
-1,443
Closed -$269K – 340
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 $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

Holistic Planning's CRM Position: Q2 2026 in Review

Holistic Planning sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,443 shares — an estimated $269K sold.

Holistic Planning first reported a position in CRM in Q1 2024 and held it in 9 quarters. The position peaked at $472K in Q2 2025. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Holistic Planning reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 1,443 Salesforce shares in Q2 2026, an estimated $269K.
  • Holistic Planning first reported a position in Salesforce in Q1 2024 and held it in 9 quarters.
  • Holistic Planning's Salesforce position peaked at $472K in Q2 2025.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.