JTWM
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Jackson Thornton Wealth Management’s Salesforce CRM Stock Holding History

Jackson Thornton 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
Q1 		$278K Sell
1,683
-10
-0.6% -$2.07K 0.03% 204
2025
Q4 		$445K Buy
+1,693
New +$421K 0.04% 127
2025
Q2 		– Sell
-832
Closed -$206K – 158
2025
Q1 		$206K Buy
+832
New +$259K 0.03% 92

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jackson Thornton Wealth Management's CRM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Salesforce (CRM) stake by 0.59% in Q1 2026, selling an estimated $2.07K and leaving 1,683 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #204.

Jackson Thornton Wealth Management first reported a position in CRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,683 shares of Salesforce worth $278K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 10 Salesforce shares in Q1 2026, an estimated $2.07K.
  • Salesforce made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Jackson Thornton Wealth Management first reported a position in Salesforce in Q1 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Salesforce position peaked at $445K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.