JCM
CRM icon

Janney Capital Management’s Salesforce CRM Stock Holding History

Janney Capital 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
2025
Q4 		$214K Buy
+806
New +$200K 0.01% 250
2025
Q3 		– Sell
-837
Closed -$228K – 250
2025
Q2 		$228K Sell
837
-104
-11% -$27.8K 0.01% 217
2025
Q1 		$253K Sell
941
-352
-27% -$109K 0.02% 209
2024
Q4 		$432K Sell
1,293
-6
-0.5% -$1.92K 0.03% 182
2024
Q3 		$356K Buy
1,299
+53
+4% +$13.6K 0.02% 190
2024
Q2 		$320K Sell
1,246
-1,273
-51% -$341K 0.02% 186
2024
Q1 		$759K Sell
2,519
-469
-16% -$135K 0.05% 138
2023
Q4 		$786K Sell
2,988
-24
-0.8% -$5.43K 0.05% 136
2023
Q3 		$611K Buy
3,012
+99
+3% +$21.4K 0.05% 132
2023
Q2 		$615K Buy
2,913
+63
+2% +$12.9K 0.04% 138
2023
Q1 		$569K Buy
2,850
+24
+0.8% +$4.05K 0.04% 130
2022
Q4 		$375K Buy
2,826
+764
+37% +$111K 0.03% 178
2022
Q3 		$297K Buy
2,062
+38
+2% +$6.44K 0.02% 174
2022
Q2 		$334K Buy
2,024
+542
+37% +$95.8K 0.03% 151
2022
Q1 		$315K Buy
1,482
+91
+7% +$19.6K 0.02% 161
2021
Q4 		$353K Buy
1,391
+273
+24% +$76.7K 0.02% 168
2021
Q3 		$303K Buy
1,118
+19
+2% +$4.83K 0.02% 170
2021
Q2 		$268K Buy
1,099
+13
+1% +$3K 0.02% 187
2021
Q1 		$230K Sell
1,086
-41,262
-97% -$9.19M 0.02% 192
2020
Q4 		$9.42M Sell
42,348
-921
-2% -$224K 0.65% 63
2020
Q3 		$10.9M Sell
43,269
-1,759
-4% -$385K 0.74% 52
2020
Q2 		$8.44M Buy
+45,028
New +$7.59M 0.58% 69

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janney Capital Management's CRM Position: Q4 2025 in Review

Janney Capital Management opened a new position in Salesforce (CRM) in Q4 2025: 806 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Janney Capital Management previously reported a position in CRM as recently as Q2 2025.

Janney Capital Management first reported a position in CRM in Q2 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q3 2020. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Janney Capital Management held 806 shares of Salesforce worth $214K as of Q4 2025.
  • Salesforce was a new Janney Capital Management position in Q4 2025.
  • Salesforce made up 0.01% of Janney Capital Management's portfolio in Q4 2025, its #250 holding.
  • Janney Capital Management first reported a position in Salesforce in Q2 2020 and has held it in 22 quarters since.
  • Janney Capital Management's Salesforce position peaked at $10.9M in Q3 2020.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.