Next Level Wealth Planning
CRM icon

Next Level Wealth Planning’s Salesforce CRM Stock Holding History

Next Level Wealth 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
2026
Q3 		$4.13K Buy
+18
New +$3.71K ﹤0.01% 399

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's CRM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Salesforce (CRM) in Q3 2026: 18 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Next Level Wealth Planning held 18 shares of Salesforce worth $4.13K as of Q3 2026.
  • Salesforce was a new Next Level Wealth Planning position in Q3 2026.
  • Salesforce made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #399 holding.
  • 1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.