Vertex Planning Partners’s Salesforce CRM Stock Holding History

Vertex Planning Partners’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	$215K	Buy	+1,150	New	+$238K	0.04%	129

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

Vertex Planning Partners's CRM Position: Q1 2026 in Review

Vertex Planning Partners opened a new position in Salesforce (CRM) in Q1 2026: 1,150 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Vertex Planning Partners held 1,150 shares of Salesforce worth $215K as of Q1 2026.
Salesforce was a new Vertex Planning Partners position in Q1 2026.
Salesforce made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #129 holding.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.