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Gilliland Jeter Wealth Management’s Salesforce CRM Stock Holding History

Gilliland Jeter Wealth Management’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
Q2 		$2.39M Sell
15,260
-678
-4% -$119K 0.63% 41
2026
Q1 		$2.98M Buy
15,938
+2,068
+15% +$428K 0.88% 33
2025
Q4 		$3.67M Sell
13,870
-118
-0.8% -$29.3K 1.11% 22
2025
Q3 		$3.32M Buy
13,988
+1,917
+16% +$483K 1.02% 26
2025
Q2 		$3.29M Sell
12,071
-212
-2% -$56.7K 1.07% 21
2025
Q1 		$3.3M Sell
12,283
-180
-1% -$56K 1.17% 19
2024
Q4 		$4.17M Sell
12,463
-341
-3% -$109K 1.41% 13
2024
Q3 		$3.5M Sell
12,804
-143
-1% -$36.6K 1.13% 21
2024
Q2 		$3.33M Sell
12,947
-46
-0.4% -$12.3K 1.12% 18
2024
Q1 		$3.91M Sell
12,993
-412
-3% -$119K 1.36% 15
2023
Q4 		$3.53M Buy
+13,405
New +$3.03M 1.46% 13

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gilliland Jeter Wealth Management's CRM Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $119K and leaving 15,260 shares worth $2.39M. The position accounts for 0.63% of the portfolio, ranked #41.

Gilliland Jeter Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.17M in Q4 2024. 1,349 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gilliland Jeter Wealth Management held 15,260 shares of Salesforce worth $2.39M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 678 Salesforce shares in Q2 2026, an estimated $119K.
  • Salesforce made up 0.63% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Gilliland Jeter Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Salesforce position peaked at $4.17M in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.