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Total Wealth Planning & Management’s Salesforce CRM Stock Holding History

Total Wealth Planning & 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
Q1 		– Sell
-849
Closed -$225K – 214
2025
Q4 		$225K Buy
+849
New +$211K 0.17% 184
2025
Q2 		– Sell
-839
Closed -$225K – 225
2025
Q1 		$225K Sell
839
-11
-1% -$3.42K 0.21% 164
2024
Q4 		$284K Buy
+850
New +$271K 0.26% 145

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Total Wealth Planning & Management's CRM Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 849 shares — an estimated $225K sold.

Total Wealth Planning & Management first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 849 Salesforce shares in Q1 2026, an estimated $225K.
  • Total Wealth Planning & Management first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Total Wealth Planning & Management's Salesforce position peaked at $284K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.