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Plancorp LLC’s Salesforce CRM Stock Holding History

Plancorp LLC’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 		$743K Sell
4,339
-38
-0.9% -$6.68K 0.02% 213
2026
Q1 		$722K Sell
4,377
-206
-4% -$42.7K 0.02% 183
2025
Q4 		$1.21M Sell
4,583
-129
-3% -$32.1K 0.04% 137
2025
Q3 		$1.12M Sell
4,712
-1,177
-20% -$297K 0.04% 150
2025
Q2 		$1.61M Buy
5,889
+353
+6% +$94.4K 0.06% 122
2025
Q1 		$1.49M Sell
5,536
-89
-2% -$27.7K 0.06% 115
2024
Q4 		$1.88M Buy
5,625
+537
+11% +$171K 0.08% 93
2024
Q3 		$1.39M Sell
5,088
-1,312
-21% -$336K 0.06% 105
2024
Q2 		$1.65M Sell
6,400
-31
-0.5% -$8.29K 0.07% 93
2024
Q1 		$1.94M Buy
6,431
+263
+4% +$75.9K 0.08% 87
2023
Q4 		$1.62M Buy
6,168
+182
+3% +$41.2K 0.08% 89
2023
Q3 		$1.21M Buy
5,986
+250
+4% +$54K 0.07% 94
2023
Q2 		$1.21M Buy
5,736
+1,479
+35% +$302K 0.07% 92
2023
Q1 		$850K Buy
4,257
+268
+7% +$45.3K 0.05% 120
2022
Q4 		$529K Sell
3,989
-148
-4% -$21.6K 0.03% 146
2022
Q3 		$595K Sell
4,137
-93
-2% -$15.8K 0.04% 130
2022
Q2 		$698K Sell
4,230
-422
-9% -$74.6K 0.04% 121
2022
Q1 		$988K Buy
4,652
+40
+0.9% +$8.61K 0.06% 101
2021
Q4 		$1.17M Buy
4,612
+3,689
+400% +$1.04M 0.07% 92
2021
Q3 		$250K Buy
923
+55
+6% +$14K 0.02% 206
2021
Q2 		$212K Buy
+868
New +$200K 0.02% 211
2021
Q1 		– Sell
-1,580
Closed -$352K – 207
2020
Q4 		$352K Buy
1,580
+783
+98% +$190K 0.09% 144
2020
Q3 		$200K Buy
+797
New +$174K 0.06% 176
2020
Q1 		– Sell
-1,397
Closed -$227K – 168
2019
Q4 		$227K Sell
1,397
-1,229
-47% -$193K 0.07% 179
2019
Q3 		$390K Buy
2,626
+221
+9% +$33.6K 0.15% 109
2019
Q2 		$365K Sell
2,405
-47
-2% -$7.37K 0.14% 112
2019
Q1 		$388K Sell
2,452
-702
-22% -$109K 0.15% 113
2018
Q4 		$432K Buy
3,154
+29
+0.9% +$3.99K 0.2% 93
2018
Q3 		$497K Sell
3,125
-2,999
-49% -$445K 0.2% 98
2018
Q2 		$835K Hold
6,124
– – 0.33% 66
2018
Q1 		$713K Buy
+6,124
New +$703K 0.23% 75

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's CRM Position: Q2 2026 in Review

Plancorp LLC reduced its Salesforce (CRM) stake by 0.87% in Q2 2026, selling an estimated $6.68K and leaving 4,339 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #213.

Plancorp LLC first reported a position in CRM in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.94M in Q1 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Plancorp LLC held 4,339 shares of Salesforce worth $743K as of Q2 2026.
  • Plancorp LLC sold 38 Salesforce shares in Q2 2026, an estimated $6.68K.
  • Salesforce made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #213 holding.
  • Plancorp LLC first reported a position in Salesforce in Q1 2018 and has held it in 31 quarters since.
  • Plancorp LLC's Salesforce position peaked at $1.94M in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.