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PDS Planning’s Salesforce CRM Stock Holding History

PDS 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
Q2 		$516K Sell
3,296
-1,534
-32% -$270K 0.03% 292
2026
Q1 		$902K Sell
4,830
-399
-8% -$82.7K 0.06% 156
2025
Q4 		$1.39M Sell
5,229
-176
-3% -$43.7K 0.09% 102
2025
Q3 		$1.28M Buy
5,405
+292
+6% +$73.6K 0.09% 106
2025
Q2 		$1.39M Buy
5,113
+10
+0.2% +$2.67K 0.1% 88
2025
Q1 		$1.37M Buy
5,103
+392
+8% +$122K 0.12% 86
2024
Q4 		$1.58M Buy
4,711
+215
+5% +$68.6K 0.14% 73
2024
Q3 		$1.23M Buy
4,496
+343
+8% +$87.9K 0.11% 82
2024
Q2 		$1.07M Sell
4,153
-142
-3% -$38K 0.11% 79
2024
Q1 		$1.29M Buy
4,295
+133
+3% +$38.4K 0.14% 70
2023
Q4 		$1.1M Buy
4,162
+15
+0.4% +$3.4K 0.12% 73
2023
Q3 		$841K Buy
4,147
+91
+2% +$19.7K 0.11% 85
2023
Q2 		$857K Buy
4,056
+699
+21% +$143K 0.11% 86
2023
Q1 		$671K Buy
3,357
+1,606
+92% +$271K 0.09% 96
2022
Q4 		$232K Sell
1,751
-266
-13% -$38.8K 0.04% 177
2022
Q3 		$290K Sell
2,017
-874
-30% -$148K 0.05% 135
2022
Q2 		$477K Buy
2,891
+967
+50% +$171K 0.09% 98
2022
Q1 		$409K Sell
1,924
-71
-4% -$15.3K 0.07% 114
2021
Q4 		$507K Sell
1,995
-32
-2% -$8.99K 0.1% 91
2021
Q3 		$550K Buy
2,027
+423
+26% +$107K 0.13% 81
2021
Q2 		$392K Buy
1,604
+310
+24% +$71.4K 0.1% 104
2021
Q1 		$274K Buy
1,294
+114
+10% +$25.4K 0.08% 118
2020
Q4 		$263K Buy
1,180
+138
+13% +$33.6K 0.09% 119
2020
Q3 		$262K Buy
+1,042
New +$228K 0.11% 106

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

PDS Planning's CRM Position: Q2 2026 in Review

PDS Planning reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $270K and leaving 3,296 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #292.

PDS Planning first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • PDS Planning held 3,296 shares of Salesforce worth $516K as of Q2 2026.
  • PDS Planning sold 1,534 Salesforce shares in Q2 2026, an estimated $270K.
  • Salesforce made up 0.03% of PDS Planning's portfolio in Q2 2026, its #292 holding.
  • PDS Planning first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • PDS Planning's Salesforce position peaked at $1.58M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.