Planning Alternatives Ltd

SEC CIK: 0000712011
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Planning Alternatives Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 1,530
Value: $239.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of CRM by Planning Alternatives Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,530	$239.7K	<0.1%	+1+0.1%	Added	Holders
Q1 2026	1,529	$285.4K	<0.1%	+1,529	New	Holders
Q2 2025	0	$0	0.0%	−1,304−100.0%	Sold out	Holders
Q1 2025	1,304	$349.9K	0.1%	+1,304	New	Holders