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Stonebridge Financial Planning Group’s Salesforce CRM Stock Holding History

Stonebridge Financial Planning Group’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
-1,010
Closed -$268K – 175
2025
Q4 		$268K Sell
1,010
-69
-6% -$17.1K 0.1% 152
2025
Q3 		$256K Sell
1,079
-239
-18% -$60.3K 0.1% 156
2025
Q2 		$359K Sell
1,318
-271
-17% -$72.5K 0.15% 130
2025
Q1 		$426K Buy
1,589
+80
+5% +$24.9K 0.19% 117
2024
Q4 		$505K Buy
1,509
+89
+6% +$28.4K 0.23% 109
2024
Q3 		$389K Sell
1,420
-38
-3% -$9.73K 0.19% 120
2024
Q2 		$375K Sell
1,458
-112
-7% -$30K 0.19% 118
2024
Q1 		$473K Hold
1,570
– – 0.25% 100
2023
Q4 		$413K Sell
1,570
-75
-5% -$17K 0.24% 102
2023
Q3 		$334K Buy
1,645
+140
+9% +$30.2K 0.21% 105
2023
Q2 		$318K Sell
1,505
-263
-15% -$53.7K 0.19% 104
2023
Q1 		$353K Sell
1,768
-526
-23% -$88.8K 0.23% 99
2022
Q4 		$304K Sell
2,294
-265
-10% -$38.7K 0.2% 103
2022
Q3 		$368K Sell
2,559
-50
-2% -$8.48K 0.26% 88
2022
Q2 		$431K Sell
2,609
-383
-13% -$67.7K 0.29% 77
2022
Q1 		$635K Sell
2,992
-60
-2% -$12.9K 0.36% 59
2021
Q4 		$678K Hold
3,052
– – 0.36% 59
2021
Q3 		$924K Hold
3,052
– – 0.45% 50
2021
Q2 		$741K Sell
3,052
-100
-3% -$23K 0.39% 58
2021
Q1 		$721K Sell
3,152
-200
-6% -$44.5K 0.42% 51
2020
Q4 		$746K Buy
3,352
+200
+6% +$48.6K 0.47% 47
2020
Q3 		$815K Buy
3,152
+10
+0.3% +$2.19K 0.59% 41
2020
Q2 		$605K Sell
3,142
-33
-1% -$5.56K 0.52% 46
2020
Q1 		$480K Sell
3,175
-210
-6% -$36K 0.48% 47
2019
Q4 		$551K Buy
+3,385
New +$531K 0.5% 47

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stonebridge Financial Planning Group's CRM Position: Q1 2026 in Review

Stonebridge Financial Planning Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,010 shares — an estimated $268K sold.

Stonebridge Financial Planning Group first reported a position in CRM in Q4 2019 and held it in 25 quarters. The position peaked at $924K in Q3 2021. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stonebridge Financial Planning Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,010 Salesforce shares in Q1 2026, an estimated $268K.
  • Stonebridge Financial Planning Group first reported a position in Salesforce in Q4 2019 and held it in 25 quarters.
  • Stonebridge Financial Planning Group's Salesforce position peaked at $924K in Q3 2021.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.