Question 1

How many shares of CRM does Capital Wealth Planning, LLC own?

Accepted Answer

Capital Wealth Planning, LLC previously held 0 shares of CRM (SALESFORCE.COM INC) before exiting the position in 2025-Q3.

Question 2

What is Capital Wealth Planning, LLC's CRM position worth?

Accepted Answer

Capital Wealth Planning, LLC's CRM position was last reported at $0 in 2025-Q3 before the exit.

Question 3

Is Capital Wealth Planning, LLC buying or selling CRM?

Accepted Answer

In 2025-Q3, Capital Wealth Planning, LLC exited their CRM position entirely (-100.0% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy CRM?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in CRM in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$244.71	0
2025-Q2	Decreased	5,154	-99.6%	$1.4M	0.0%	$272.50	0
2025-Q1	New	1.3M	-	$345.9M	3.0%	$268.22	80
2024-Q4	Exited	0	-100.0%	$0	0.0%	$333.56	0
2024-Q3	Decreased	3,726	-65.3%	$1M	0.0%	$274.53	0

CRMShowing 5 of 23 quarters

CRM
Showing 5 of 23 quarters