JWM
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Jackson Wealth Management’s Salesforce CRM Stock Holding History

Jackson 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
2022
Q2 		– Sell
-46,951
Closed -$9.97M – 99
2022
Q1 		$9.97M Sell
46,951
-23,391
-33% -$5.03M 1.38% 18
2021
Q4 		$17.9M Buy
70,342
+813
+1% +$228K 2.26% 12
2021
Q3 		$125K Buy
69,529
+15,640
+29% +$3.97M 1.51% 13
2021
Q2 		$13.2M Buy
53,889
+5,055
+10% +$1.17M 1.67% 18
2021
Q1 		$10.3M Buy
48,834
+3,857
+9% +$859K 1.55% 16
2020
Q4 		$10M Buy
44,977
+2,753
+7% +$669K 1.36% 14
2020
Q3 		$10.6M Buy
42,224
+6,539
+18% +$1.43M 1.59% 13
2020
Q2 		$6.68M Buy
35,685
+3,257
+10% +$549K 1.19% 20
2020
Q1 		$5.92M Sell
32,428
-13,978
-30% -$2.4M 1.24% 19
2019
Q4 		$8.45M Buy
46,406
+2,942
+7% +$461K 1.4% 17
2019
Q3 		$6.36M Buy
43,464
+25,300
+139% +$3.84M 1.33% 17
2019
Q2 		$2.81M Buy
18,164
+5,476
+43% +$858K 0.61% 44
2019
Q1 		$2.01M Buy
12,688
+303
+2% +$47K 0.49% 58
2018
Q4 		$1.61M Buy
+12,385
New +$1.7M 0.48% 57

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jackson Wealth Management's CRM Position: Q2 2022 in Review

Jackson Wealth Management sold out of Salesforce (CRM) in Q2 2022, closing a stake of 46,951 shares — an estimated $9.97M sold.

Jackson Wealth Management first reported a position in CRM in Q4 2018 and held it in 14 quarters. The position peaked at $17.9M in Q4 2021. 2,137 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Jackson Wealth Management reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 46,951 Salesforce shares in Q2 2022, an estimated $9.97M.
  • Jackson Wealth Management first reported a position in Salesforce in Q4 2018 and held it in 14 quarters.
  • Jackson Wealth Management's Salesforce position peaked at $17.9M in Q4 2021.
  • 2,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.