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Keener Financial Planning’s Salesforce CRM Stock Holding History

Keener Financial 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
2025
Q1 		– Sell
-15
Closed -$5K – 175
2024
Q4 		$5K Hold
15
– – ﹤0.01% 151
2024
Q3 		$4K Hold
15
– – ﹤0.01% 163
2024
Q2 		$3K Hold
15
– – ﹤0.01% 170
2024
Q1 		$5K Hold
15
– – ﹤0.01% 172
2023
Q4 		$4K Buy
+15
New +$3.4K ﹤0.01% 168

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keener Financial Planning's CRM Position: Q1 2025 in Review

Keener Financial Planning sold out of Salesforce (CRM) in Q1 2025, closing a stake of 15 shares — an estimated $5K sold.

Keener Financial Planning first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $5K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Keener Financial Planning reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Keener Financial Planning sold 15 Salesforce shares in Q1 2025, an estimated $5K.
  • Keener Financial Planning first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
  • Keener Financial Planning's Salesforce position peaked at $5K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Keener Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.