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Tempus Wealth Planning’s Salesforce CRM Stock Holding History

Tempus Wealth Planning’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
-1,239
Closed -$231K – 284
2026
Q1 		$231K Buy
1,239
+317
+34% +$65.7K 0.05% 247
2025
Q4 		$244K Sell
922
-103
-10% -$25.6K 0.06% 254
2025
Q3 		$243K Sell
1,025
-409
-29% -$103K 0.06% 248
2025
Q2 		$391K Buy
1,434
+130
+10% +$34.8K 0.1% 183
2025
Q1 		$350K Hold
1,304
– – 0.1% 186
2024
Q4 		$436K Buy
1,304
+1
+0.1% +$319 0.13% 158
2024
Q3 		$357K Buy
1,303
+207
+19% +$53K 0.13% 155
2024
Q2 		$282K Buy
1,096
+159
+17% +$42.5K 0.12% 163
2024
Q1 		$282K Buy
937
+50
+6% +$14.4K 0.12% 160
2023
Q4 		$233K Buy
+887
New +$201K 0.1% 170

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

Tempus Wealth Planning's CRM Position: Q2 2026 in Review

Tempus Wealth Planning sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,239 shares — an estimated $231K sold.

Tempus Wealth Planning first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $436K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tempus Wealth Planning reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,239 Salesforce shares in Q2 2026, an estimated $231K.
  • Tempus Wealth Planning first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Tempus Wealth Planning's Salesforce position peaked at $436K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.