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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
Q2 		$202K Buy
1,290
+45
+4% +$7.91K 0.07% 129
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
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

Intrepid Financial Planning Group's CRM Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Salesforce (CRM) stake by 3.6% in Q2 2026, buying an estimated $7.91K and bringing the position to 1,290 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #129.

Intrepid Financial Planning Group first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $319K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Intrepid Financial Planning Group held 1,290 shares of Salesforce worth $202K as of Q2 2026.
  • Intrepid Financial Planning Group bought 45 Salesforce shares in Q2 2026, an estimated $7.91K.
  • Salesforce made up 0.07% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #129 holding.
  • Intrepid Financial Planning Group first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Intrepid Financial Planning Group's Salesforce position peaked at $319K in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.