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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PDS Planning's CRM Position: Q1 2026 in Review

PDS Planning reduced its Salesforce (CRM) stake by 7.6% in Q1 2026, selling an estimated $82.7K and leaving 4,830 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #156.

PDS Planning first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • PDS Planning held 4,830 shares of Salesforce worth $902K as of Q1 2026.
  • PDS Planning sold 399 Salesforce shares in Q1 2026, an estimated $82.7K.
  • Salesforce made up 0.06% of PDS Planning's portfolio in Q1 2026, its #156 holding.
  • PDS Planning first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • PDS Planning's Salesforce position peaked at $1.58M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.