MPPLM
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Midwest Professional Planners Ltd (MPPL)’s Salesforce CRM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$462K Sell
2,950
-6,390
-68% -$1.12M 0.09% 112
2026
Q1 		$1.74M Sell
9,340
-206
-2% -$42.7K 0.41% 77
2025
Q4 		$2.53M Sell
9,546
-4,120
-30% -$1.02M 0.6% 56
2025
Q3 		$3.24M Sell
13,666
-1,496
-10% -$377K 0.79% 45
2025
Q2 		$4.13M Buy
15,162
+162
+1% +$43.3K 1.09% 27
2025
Q1 		$4.03M Sell
15,000
-702
-4% -$218K 1.25% 18
2024
Q4 		$5.25M Buy
15,702
+491
+3% +$157K 1.57% 12
2024
Q3 		$4.16M Buy
15,211
+1,004
+7% +$257K 1.27% 16
2024
Q2 		$3.65M Buy
14,207
+794
+6% +$212K 1.22% 18
2024
Q1 		$4.04M Buy
13,413
+2,013
+18% +$581K 1.42% 15
2023
Q4 		$3M Buy
11,400
+1,012
+10% +$229K 1.2% 17
2023
Q3 		$2.11M Buy
10,388
+1,474
+17% +$318K 0.95% 32
2023
Q2 		$1.88M Buy
8,914
+2,138
+32% +$436K 0.82% 34
2023
Q1 		$1.35M Buy
6,776
+549
+9% +$92.7K 0.66% 42
2022
Q4 		$826K Buy
6,227
+325
+6% +$47.4K 0.46% 63
2022
Q3 		$849K Buy
5,902
+385
+7% +$65.3K 0.51% 57
2022
Q2 		$910K Buy
5,517
+324
+6% +$57.2K 0.51% 53
2022
Q1 		$1.1M Buy
5,193
+356
+7% +$76.6K 0.54% 52
2021
Q4 		$1.23M Buy
4,837
+108
+2% +$30.3K 0.6% 52
2021
Q3 		$1.28M Buy
4,729
+53
+1% +$13.5K 0.68% 46
2021
Q2 		$1.14M Buy
4,676
+2,257
+93% +$520K 0.6% 49
2021
Q1 		$348K Sell
2,419
-2,175
-47% -$484K 0.34% 62
2020
Q4 		$1.02M Buy
4,594
+792
+21% +$193K 0.63% 45
2020
Q3 		$956K Buy
3,802
+322
+9% +$70.5K 0.67% 43
2020
Q2 		$652K Buy
3,480
+1,061
+44% +$179K 0.51% 55
2020
Q1 		$348K Buy
2,419
+91
+4% +$15.6K 0.34% 63
2019
Q4 		$379K Buy
2,328
+75
+3% +$11.8K 0.31% 68
2019
Q3 		$334K Buy
2,253
+34
+2% +$5.17K 0.3% 71
2019
Q2 		$337K Buy
2,219
+10
+0.5% +$1.57K 0.31% 71
2019
Q1 		$350K Buy
+2,209
New +$342K 0.34% 65

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

Midwest Professional Planners Ltd (MPPL)'s CRM Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its Salesforce (CRM) stake by 68% in Q2 2026, selling an estimated $1.12M and leaving 2,950 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #112.

Midwest Professional Planners Ltd (MPPL) first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.25M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 2,950 shares of Salesforce worth $462K as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) sold 6,390 Salesforce shares in Q2 2026, an estimated $1.12M.
  • Salesforce made up 0.09% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #112 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s Salesforce position peaked at $5.25M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.