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
Q2 		– Sell
-1,632
Closed -$305K – 429
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 $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

Ignite Planners's CRM Position: Q2 2026 in Review

Ignite Planners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,632 shares — an estimated $305K sold.

Ignite Planners first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $507K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ignite Planners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Ignite Planners sold 1,632 Salesforce shares in Q2 2026, an estimated $305K.
  • Ignite Planners first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
  • Ignite Planners's Salesforce position peaked at $507K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.