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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in Salesforce, Inc.

No. Capital Wealth Planning exited its CRM (Salesforce) position in Q3 2025. Its Q2 2025 13F listed 5,154 shares worth $1.4M. Capital Wealth Planning first reported CRM in Q2 2019 and held it in 19 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$1M

Total Shares Change

-3,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$244.71
0
2025-Q2
Decreased
5,154
-99.6%
$1.4M0.0%$272.50
0
2025-Q1
New
1.3M
-
$345.9M3.0%$268.22
80
2024-Q4
Exited
0
-100.0%
$00.0%$330.48
0
2024-Q3
Decreased
3,726
-65.3%
$1M0.0%$270.25
0

Other major holders of CRM: VANGUARD GROUP INC, BlackRock, Inc.

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