MFP
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Meramec Financial Planners’s Salesforce CRM Stock Holding History

Meramec Financial 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 		$521 Hold
3
– – ﹤0.01% 511
2026
Q1 		$559 Hold
3
– – ﹤0.01% 484
2025
Q4 		$575 Buy
+3
New +$746 ﹤0.01% 486

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

Meramec Financial Planners's CRM Position: Q2 2026 in Review

Meramec Financial Planners held its Salesforce (CRM) position steady in Q2 2026 at 3 shares worth $521. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Meramec Financial Planners first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $575 in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meramec Financial Planners held 3 shares of Salesforce worth $521 as of Q2 2026.
  • Meramec Financial Planners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #511 holding.
  • Meramec Financial Planners first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Salesforce position peaked at $575 in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.