Strategic Planning Group’s Salesforce CRM Stock Holding History

Strategic 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	-29,479	Closed	-$7.81M	–	76
2025 Q4	$7.81M	Buy	29,479 +2,541	+9%	+$631K	1.01%	38
2025 Q3	$6.38M	Buy	26,938 +10,665	+66%	+$2.69M	0.86%	46
2025 Q2	$4.44M	Buy	16,273 +1,156	+8%	+$309K	0.72%	55
2025 Q1	$4.06M	Sell	15,117 -902	-6%	-$281K	0.79%	48
2024 Q4	$5.36M	Buy	16,019 +142	+0.9%	+$45.3K	0.98%	28
2024 Q3	$4.35M	Buy	15,877 +652	+4%	+$167K	0.86%	38
2024 Q2	$3.91M	Buy	15,225 +5,642	+59%	+$1.51M	0.86%	33
2024 Q1	$2.89M	Buy	9,583 +1,317	+16%	+$380K	0.72%	40
2023 Q4	$2.18M	Buy	+8,266	New	+$1.87M	0.72%	46

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

Strategic Planning Group's CRM Position: Q1 2026 in Review

Strategic Planning Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 29,479 shares — an estimated $7.81M sold.

Strategic Planning Group first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $7.81M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Strategic Planning Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Strategic Planning Group sold 29,479 Salesforce shares in Q1 2026, an estimated $7.81M.
Strategic Planning Group first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
Strategic Planning Group's Salesforce position peaked at $7.81M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.