UFPG
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United Financial Planning Group’s Salesforce CRM Stock Holding History

United 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
Q2 		$3.13K Sell
20
-74
-79% -$13K ﹤0.01% 427
2026
Q1 		$17.5K Buy
94
+20
+27% +$4.14K 0.01% 145
2025
Q4 		$19.6K Buy
+74
New +$18.4K 0.01% 143

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 $3.38T AUM 44.17% 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

United Financial Planning Group's CRM Position: Q2 2026 in Review

United Financial Planning Group reduced its Salesforce (CRM) stake by 79% in Q2 2026, selling an estimated $13K and leaving 20 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

United Financial Planning Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.6K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • United Financial Planning Group held 20 shares of Salesforce worth $3.13K as of Q2 2026.
  • United Financial Planning Group sold 74 Salesforce shares in Q2 2026, an estimated $13K.
  • Salesforce made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #427 holding.
  • United Financial Planning Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Salesforce position peaked at $19.6K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.