Retirement Planning Group (Kansas)’s Salesforce CRM Stock Holding History

Retirement Planning Group (Kansas)’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	$516K	Sell	3,296 -339	-9%	-$59.6K	0.01%	317
2026 Q1	$678K	Buy	3,635 +512	+16%	+$106K	0.02%	248
2025 Q4	$827K	Buy	3,123 +36	+1%	+$8.95K	0.03%	209
2025 Q3	$732K	Buy	+3,087	New	+$779K	0.03%	216
2025 Q2	–	Sell	-871	Closed	-$234K	–	306
2025 Q1	$234K	Buy	871 +269	+45%	+$83.7K	0.01%	271
2024 Q4	$201K	Buy	+602	New	+$192K	0.01%	275

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CRM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Salesforce (CRM) stake by 9.3% in Q2 2026, selling an estimated $59.6K and leaving 3,296 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #317.

Retirement Planning Group (Kansas) first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $827K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Retirement Planning Group (Kansas) held 3,296 shares of Salesforce worth $516K as of Q2 2026.
Retirement Planning Group (Kansas) sold 339 Salesforce shares in Q2 2026, an estimated $59.6K.
Salesforce made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #317 holding.
Retirement Planning Group (Kansas) first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s Salesforce position peaked at $827K in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.