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Phillips Wealth Planners’s Salesforce CRM Stock Holding History

Phillips Wealth 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 		$415K Sell
2,449
-99
-4% -$17.4K 0.31% 104
2026
Q1 		$452K Buy
2,548
+98
+4% +$20.3K 0.34% 95
2025
Q4 		$543K Sell
2,450
-367
-13% -$91.2K 0.44% 68
2025
Q3 		$692K Buy
2,817
+108
+4% +$27.2K 0.57% 56
2025
Q2 		$741K Buy
2,709
+34
+1% +$9.09K 0.67% 42
2025
Q1 		$682K Buy
2,675
+655
+32% +$204K 0.72% 41
2024
Q4 		$642K Buy
2,020
+134
+7% +$42.8K 0.64% 45
2024
Q3 		$549K Buy
1,886
+328
+21% +$84K 0.53% 62
2024
Q2 		$394K Buy
1,558
+403
+35% +$108K 0.41% 82
2024
Q1 		$320K Buy
1,155
+167
+17% +$48.2K 0.37% 100
2023
Q4 		$271K Sell
988
-81
-8% -$18.3K 0.33% 118
2023
Q3 		$223K Sell
1,069
-53
-5% -$11.5K 0.3% 129
2023
Q2 		$237K Sell
1,122
-5
-0.4% -$1.02K 0.31% 122
2023
Q1 		$223K Buy
+1,127
New +$190K 0.29% 131

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

Phillips Wealth Planners's CRM Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Salesforce (CRM) stake by 3.9% in Q2 2026, selling an estimated $17.4K and leaving 2,449 shares worth $415K. The position accounts for 0.31% of the portfolio, ranked #104.

Phillips Wealth Planners first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $741K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Phillips Wealth Planners held 2,449 shares of Salesforce worth $415K as of Q2 2026.
  • Phillips Wealth Planners sold 99 Salesforce shares in Q2 2026, an estimated $17.4K.
  • Salesforce made up 0.31% of Phillips Wealth Planners's portfolio in Q2 2026, its #104 holding.
  • Phillips Wealth Planners first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Salesforce position peaked at $741K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.