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Planning Strategies’s Salesforce CRM Stock Holding History

Planning Strategies’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 		$20.7K Buy
+132
New +$23.2K 0.01% 242

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Strategies's CRM Position: Q2 2026 in Review

Planning Strategies opened a new position in Salesforce (CRM) in Q2 2026: 132 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Planning Strategies held 132 shares of Salesforce worth $20.7K as of Q2 2026.
  • Salesforce was a new Planning Strategies position in Q2 2026.
  • Salesforce made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #242 holding.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.