Intrepid Financial Planning Group’s Salesforce CRM Stock Holding History

Intrepid Financial Planning Group’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	$232K	Buy	1,245 +390	+46%	+$80.8K	0.09%	112
2025 Q4	$226K	Hold	855	–	–	0.09%	110
2025 Q3	$203K	Buy	855 +2	+0.2%	+$504	0.08%	122
2025 Q2	$233K	Hold	853	–	–	0.1%	108
2025 Q1	$229K	Sell	853 -100	-10%	-$31.1K	0.11%	104
2024 Q4	$319K	Hold	953	–	–	0.13%	92
2024 Q3	$261K	Hold	953	–	–	0.11%	102
2024 Q2	$245K	Buy	953 +5	+0.5%	+$1.34K	0.11%	106
2024 Q1	$286K	Hold	948	–	–	0.12%	100
2023 Q4	$249K	Buy	+948	New	+$215K	0.12%	104
2023 Q3	–	Sell	-948	Closed	-$200K	–	122
2023 Q2	$200K	Buy	+948	New	+$194K	0.1%	109

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Intrepid Financial Planning Group's CRM Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its Salesforce (CRM) stake by 46% in Q1 2026, buying an estimated $80.8K and bringing the position to 1,245 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #112.

Intrepid Financial Planning Group first reported a position in CRM in Q2 2023 and has held it in 11 quarters since. The position peaked at $319K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Intrepid Financial Planning Group held 1,245 shares of Salesforce worth $232K as of Q1 2026.
Intrepid Financial Planning Group bought 390 Salesforce shares in Q1 2026, an estimated $80.8K.
Salesforce made up 0.09% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #112 holding.
Intrepid Financial Planning Group first reported a position in Salesforce in Q2 2023 and has held it in 11 quarters since.
Intrepid Financial Planning Group's Salesforce position peaked at $319K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.