XY Planning Network’s Salesforce CRM Stock Holding History

XY Planning Network’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 Q3	$1.38M	Buy	+6,022	New	+$1.24M	0.15%	125

Other funds holding CRM

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

XY Planning Network's CRM Position: Q3 2026 in Review

XY Planning Network opened a new position in Salesforce (CRM) in Q3 2026: 6,022 shares worth $1.38M. The stake represents 0.15% of the portfolio and ranks #125 among its holdings.

282 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

XY Planning Network held 6,022 shares of Salesforce worth $1.38M as of Q3 2026.
Salesforce was a new XY Planning Network position in Q3 2026.
Salesforce made up 0.15% of XY Planning Network's portfolio in Q3 2026, its #125 holding.
282 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.