Planning Strategies Inc.’s Salesforce CRM Stock Holding History

Planning Strategies Inc.’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	$20.7K	Buy	+132	New	+$23.2K	0.01%	242

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Planning Strategies Inc.'s CRM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Salesforce (CRM) in Q2 2026: 132 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

946 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Planning Strategies Inc. held 132 shares of Salesforce worth $20.7K as of Q2 2026.
Salesforce was a new Planning Strategies Inc. position in Q2 2026.
Salesforce made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #242 holding.
946 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.