SPAS
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Spectrum Planning & Advisory Services’s Salesforce CRM Stock Holding History

Spectrum Planning & Advisory Services’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 		– Sell
-1,671
Closed -$312K – 121
2026
Q1 		$312K Sell
1,671
-31
-2% -$6.42K 0.15% 86
2025
Q4 		$451K Buy
1,702
+27
+2% +$6.71K 0.23% 67
2025
Q3 		$397K Buy
1,675
+145
+9% +$36.6K 0.22% 68
2025
Q2 		$417K Buy
+1,530
New +$409K 0.27% 62

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

Spectrum Planning & Advisory Services's CRM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,671 shares — an estimated $312K sold.

Spectrum Planning & Advisory Services first reported a position in CRM in Q2 2025 and held it in 4 quarters. The position peaked at $451K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 1,671 Salesforce shares in Q2 2026, an estimated $312K.
  • Spectrum Planning & Advisory Services first reported a position in Salesforce in Q2 2025 and held it in 4 quarters.
  • Spectrum Planning & Advisory Services's Salesforce position peaked at $451K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.