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
Q2 		– Sell
-1,683
Closed -$278K – 425
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jackson Thornton Wealth Management's CRM Position: Q2 2026 in Review

Jackson Thornton Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,683 shares — an estimated $278K sold.

Jackson Thornton Wealth Management first reported a position in CRM in Q1 2025 and held it in 3 quarters. The position peaked at $445K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jackson Thornton Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,683 Salesforce shares in Q2 2026, an estimated $278K.
  • Jackson Thornton Wealth Management first reported a position in Salesforce in Q1 2025 and held it in 3 quarters.
  • Jackson Thornton Wealth Management's Salesforce position peaked at $445K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.