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Jamison Private Wealth Management’s Salesforce CRM Stock Holding History

Jamison Private 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 		$1.62M Buy
10,346
+315
+3% +$55.4K 0.16% 102
2026
Q1 		$1.87M Buy
10,031
+411
+4% +$85.2K 0.23% 91
2025
Q4 		$2.55M Buy
9,620
+731
+8% +$182K 0.31% 73
2025
Q3 		$2.11M Buy
8,889
+1,306
+17% +$329K 0.27% 82
2025
Q2 		$2.07M Sell
7,583
-182
-2% -$48.7K 0.3% 74
2025
Q1 		$2.08M Buy
7,765
+24
+0.3% +$7.46K 0.32% 75
2024
Q4 		$2.59M Buy
7,741
+837
+12% +$267K 0.38% 60
2024
Q3 		$1.89M Buy
6,904
+506
+8% +$130K 0.29% 81
2024
Q2 		$1.64M Buy
6,398
+127
+2% +$34K 0.27% 79
2024
Q1 		$1.89M Buy
6,271
+84
+1% +$24.2K 0.32% 73
2023
Q4 		$1.63M Buy
6,187
+15
+0.2% +$3.4K 0.3% 79
2023
Q3 		$1.25M Buy
+6,172
New +$1.33M 0.26% 82

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

Jamison Private Wealth Management's CRM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Salesforce (CRM) stake by 3.1% in Q2 2026, buying an estimated $55.4K and bringing the position to 10,346 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #102.

Jamison Private Wealth Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jamison Private Wealth Management held 10,346 shares of Salesforce worth $1.62M as of Q2 2026.
  • Jamison Private Wealth Management bought 315 Salesforce shares in Q2 2026, an estimated $55.4K.
  • Salesforce made up 0.16% of Jamison Private Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Jamison Private Wealth Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Salesforce position peaked at $2.59M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.