Spartan Planning & Wealth Management’s Salesforce CRM Stock Holding History

Spartan Planning & Wealth Management’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 Q1	–	Sell	-804	Closed	-$213K	–	76
2025 Q4	$213K	Buy	+804	New	+$200K	0.16%	78
2025 Q2	–	Sell	-932	Closed	-$250K	–	80
2025 Q1	$250K	Sell	932 -871	-48%	-$271K	0.24%	57
2024 Q4	$603K	Buy	+1,803	New	+$575K	0.55%	36
2023 Q4	$412K	Buy	1,567 +625	+66%	+$141K	0.44%	31
2023 Q3	$191K	Buy	+942	New	+$204K	0.22%	64
2022 Q4	$133	Hold	1	–	–	﹤0.01%	160
2022 Q3	$0	Hold	1	–	–	﹤0.01%	84
2022 Q2	$0	Hold	1	–	–	﹤0.01%	106
2022 Q1	$0	Buy	+1	New	+$215	﹤0.01%	135

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Spartan Planning & Wealth Management's CRM Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 804 shares — an estimated $213K sold.

Spartan Planning & Wealth Management first reported a position in CRM in Q1 2022 and held it in 9 quarters. The position peaked at $603K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 804 Salesforce shares in Q1 2026, an estimated $213K.
Spartan Planning & Wealth Management first reported a position in Salesforce in Q1 2022 and held it in 9 quarters.
Spartan Planning & Wealth Management's Salesforce position peaked at $603K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.