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Planning Alternatives’s Salesforce CRM Stock Holding History

Planning Alternatives’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 		$240K Buy
1,530
+1
+0.1% +$176 0.03% 115
2026
Q1 		$285K Buy
+1,529
New +$317K 0.04% 84
2025
Q2 		– Sell
-1,304
Closed -$350K – 82
2025
Q1 		$350K Buy
+1,304
New +$406K 0.05% 57

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

Planning Alternatives's CRM Position: Q2 2026 in Review

Planning Alternatives increased its Salesforce (CRM) stake by 0.07% in Q2 2026, buying an estimated $176 and bringing the position to 1,530 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #115.

Planning Alternatives first reported a position in CRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $350K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Planning Alternatives held 1,530 shares of Salesforce worth $240K as of Q2 2026.
  • Planning Alternatives bought 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #115 holding.
  • Planning Alternatives first reported a position in Salesforce in Q1 2025 and has held it in 3 quarters since.
  • Planning Alternatives's Salesforce position peaked at $350K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.