Planning Capital Management Corp

SEC CIK: 0002012016
Latest filing: Nov 6, 2024

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Planning Capital Management Corp, 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 Q3 2024 holdings

Shares (Q3 2024): 116
Value: $31.8K
% of portfolio: <0.1%
Quarters held: 4; Since Q4 2023

Holdings of CRM by Planning Capital Management Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	116	$31.8K	<0.1%	−682−85.5%	Reduced	Holders
Q2 2024	798	$205.2K	0.1%	+70+9.6%	Added	Holders
Q1 2024	728	$219.3K	0.2%	−181−19.9%	Reduced	Holders
Q4 2023	909	$239.2K	0.2%	–	No prior filing	Holders