IP
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Ignite Planners’s Salesforce CRM Stock Holding History

Ignite Planners’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 		$305K Buy
1,632
+93
+6% +$19.3K 0.05% 319
2025
Q4 		$327K Sell
1,539
-165
-10% -$41K 0.05% 314
2025
Q3 		$404K Sell
1,704
-160
-9% -$40.4K 0.07% 251
2025
Q2 		$489K Buy
1,864
+13
+0.7% +$3.48K 0.09% 222
2025
Q1 		$498K Buy
1,851
+327
+21% +$102K 0.1% 201
2024
Q4 		$507K Buy
1,524
+251
+20% +$80.1K 0.11% 175
2024
Q3 		$349K Sell
1,273
-38
-3% -$9.73K 0.08% 207
2024
Q2 		$345K Buy
1,311
+167
+15% +$44.7K 0.08% 200
2024
Q1 		$346K Sell
1,144
-12
-1% -$3.46K 0.1% 193
2023
Q4 		$296K Sell
1,156
-146
-11% -$33K 0.09% 213
2023
Q3 		$263K Buy
1,302
+23
+2% +$4.97K 0.08% 264
2023
Q2 		$268K Buy
1,279
+88
+7% +$18K 0.1% 208
2023
Q1 		$228K Buy
+1,191
New +$201K 0.09% 221

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

Ignite Planners's CRM Position: Q1 2026 in Review

Ignite Planners increased its Salesforce (CRM) stake by 6% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,632 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #319.

Ignite Planners first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $507K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ignite Planners held 1,632 shares of Salesforce worth $305K as of Q1 2026.
  • Ignite Planners bought 93 Salesforce shares in Q1 2026, an estimated $19.3K.
  • Salesforce made up 0.05% of Ignite Planners's portfolio in Q1 2026, its #319 holding.
  • Ignite Planners first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Ignite Planners's Salesforce position peaked at $507K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.