PCMC
CRM icon

Planning Capital Management Corporation’s Salesforce CRM Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$31.8K Sell
116
-682
-85% -$175K 0.02% 233
2024
Q2 		$205K Buy
798
+70
+10% +$18.7K 0.14% 85
2024
Q1 		$219K Sell
728
-181
-20% -$52.2K 0.16% 78
2023
Q4 		$239K Buy
+909
New +$206K 0.19% 76

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Planning Capital Management Corporation's CRM Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Salesforce (CRM) stake by 85% in Q3 2024, selling an estimated $175K and leaving 116 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #233.

Planning Capital Management Corporation first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $239K in Q4 2023. 2,648 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Planning Capital Management Corporation held 116 shares of Salesforce worth $31.8K as of Q3 2024.
  • Planning Capital Management Corporation sold 682 Salesforce shares in Q3 2024, an estimated $175K.
  • Salesforce made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #233 holding.
  • Planning Capital Management Corporation first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Salesforce position peaked at $239K in Q4 2023.
  • 2,648 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.