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St. Louis Financial Planners Asset Management’s Salesforce CRM Stock Holding History

St. Louis Financial Planners Asset 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
Q2 		$3.56M Buy
21,429
+7,652
+56% +$1.35M 1.9% 21
2026
Q1 		$2.57M Buy
13,777
+2,895
+27% +$600K 1.46% 24
2025
Q4 		$2.88M Buy
+10,882
New +$2.7M 1.77% 26

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

St. Louis Financial Planners Asset Management's CRM Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its Salesforce (CRM) stake by 56% in Q2 2026, buying an estimated $1.35M and bringing the position to 21,429 shares worth $3.56M. The position accounts for 1.9% of the portfolio, ranked #21.

St. Louis Financial Planners Asset Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • St. Louis Financial Planners Asset Management held 21,429 shares of Salesforce worth $3.56M as of Q2 2026.
  • St. Louis Financial Planners Asset Management bought 7,652 Salesforce shares in Q2 2026, an estimated $1.35M.
  • Salesforce made up 1.9% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #21 holding.
  • St. Louis Financial Planners Asset Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.