Janney Montgomery Scott’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.8M | Sell |
209,167
-42,803
| -17% | -$7.53M | 0.06% | 305 |
|
|
2026
Q1 | $47M | Sell |
251,970
-10,825
| -4% | -$2.24M | 0.12% | 177 |
|
|
2025
Q4 | $69.6M | Buy |
262,795
+14,619
| +6% | +$3.63M | 0.16% | 131 |
|
|
2025
Q3 | $58.8M | Sell |
248,176
-19,645
| -7% | -$4.95M | 0.14% | 143 |
|
|
2025
Q2 | $73M | Buy |
267,821
+10,753
| +4% | +$2.87M | 0.19% | 113 |
|
|
2025
Q1 | $69M | Buy |
257,068
+39,727
| +18% | +$12.4M | 0.2% | 108 |
|
|
2024
Q4 | $72.7M | Buy |
217,341
+16,847
| +8% | +$5.38M | 0.2% | 98 |
|
|
2024
Q3 | $54.9M | Sell |
200,494
-17,977
| -8% | -$4.6M | 0.15% | 135 |
|
|
2024
Q2 | $56.2M | Buy |
218,471
+6,081
| +3% | +$1.63M | 0.17% | 119 |
|
|
2024
Q1 | $64M | Buy |
212,390
+4,503
| +2% | +$1.3M | 0.19% | 107 |
|
|
2023
Q4 | $54.7M | Buy |
207,887
+743
| +0.4% | +$168K | 0.18% | 115 |
|
|
2023
Q3 | $42M | Sell |
207,144
-222
| -0.1% | -$48K | 0.16% | 127 |
|
|
2023
Q2 | $43.8M | Buy |
207,366
+13,759
| +7% | +$2.81M | 0.15% | 135 |
|
|
2023
Q1 | $38.7M | Sell |
193,607
-22,382
| -10% | -$3.78M | 0.16% | 132 |
|
|
2022
Q4 | $28.6M | Sell |
215,989
-12,957
| -6% | -$1.89M | 0.11% | 176 |
|
|
2022
Q3 | $32.9M | Buy |
228,946
+6,847
| +3% | +$1.16M | 0.14% | 146 |
|
|
2022
Q2 | $37.7M | Sell |
222,099
-13,092
| -6% | -$2.31M | 0.17% | 123 |
|
|
2022
Q1 | $49.9M | Sell |
235,191
-18,219
| -7% | -$3.92M | 0.21% | 106 |
|
|
2021
Q4 | $64.4M | Buy |
253,410
+11,479
| +5% | +$3.23M | 0.25% | 89 |
|
|
2021
Q3 | $65.6M | Buy |
241,931
+23,958
| +11% | +$6.08M | 0.28% | 86 |
|
|
2021
Q2 | $53.2M | Sell |
217,973
-5,402
| -2% | -$1.25M | 0.23% | 101 |
|
|
2021
Q1 | $47.3M | Buy |
223,375
+29,663
| +15% | +$6.6M | 0.23% | 97 |
|
|
2020
Q4 | $43.1M | Buy |
193,712
+53,170
| +38% | +$12.9M | 0.21% | 107 |
|
|
2020
Q3 | $35.3M | Buy |
140,542
+13,355
| +11% | +$2.92M | 0.2% | 116 |
|
|
2020
Q2 | $23.8M | Buy |
127,187
+8,011
| +7% | +$1.35M | 0.15% | 159 |
|
|
2020
Q1 | $17.2M | Buy |
119,176
+23,182
| +24% | +$3.97M | 0.14% | 177 |
|
|
2019
Q4 | $15.6M | Buy |
95,994
+3,565
| +4% | +$559K | 0.1% | 215 |
|
|
2019
Q3 | $13.7M | Sell |
92,429
-1,750
| -2% | -$266K | 0.1% | 226 |
|
|
2019
Q2 | $14.3M | Buy |
94,179
+13,768
| +17% | +$2.16M | 0.11% | 205 |
|
|
2019
Q1 | $12.7M | Buy |
80,411
+10,342
| +15% | +$1.6M | 0.1% | 222 |
|
|
2018
Q4 | $9.6M | Sell |
70,069
-10,408
| -13% | -$1.43M | 0.09% | 235 |
|
|
2018
Q3 | $12.8M | Buy |
80,477
+6,907
| +9% | +$1.02M | 0.11% | 211 |
|
|
2018
Q2 | $10M | Buy |
73,570
+10,267
| +16% | +$1.31M | 0.1% | 235 |
|
|
2018
Q1 | $7.36M | Buy |
63,303
+7,162
| +13% | +$822K | 0.07% | 282 |
|
|
2017
Q4 | $5.74M | Buy |
56,141
+1,405
| +3% | +$143K | 0.06% | 331 |
|
|
2017
Q3 | $5.11M | Buy |
54,736
+8,273
| +18% | +$761K | 0.06% | 330 |
|
|
2017
Q2 | $4.02M | Buy |
46,463
+6,324
| +16% | +$551K | 0.05% | 367 |
|
|
2017
Q1 | $3.31M | Buy |
40,139
+2,717
| +7% | +$217K | 0.04% | 392 |
|
|
2016
Q4 | $2.56M | Buy |
37,422
+16,286
| +77% | +$1.18M | 0.04% | 430 |
|
|
2016
Q3 | $1.51M | Buy |
+21,136
| New | +$1.65M | 0.03% | 523 |
|
|
2016
Q2 | – | Sell |
-13,435
| Closed | -$992K | – | 762 |
|
|
2016
Q1 | $992K | Sell |
13,435
-3,970
| -23% | -$273K | 0.03% | 526 |
|
|
2015
Q4 | $1.36M | Buy |
17,405
+2,882
| +20% | +$225K | 0.04% | 451 |
|
|
2015
Q3 | $1.01M | Buy |
14,523
+1,615
| +13% | +$114K | 0.03% | 530 |
|
|
2015
Q2 | $899K | Buy |
12,908
+2,244
| +21% | +$160K | 0.02% | 843 |
|
|
2015
Q1 | $712K | Sell |
10,664
-1,069
| -9% | -$66.3K | 0.01% | 1092 |
|
|
2014
Q4 | $696K | Sell |
11,733
-335
| -3% | -$19.8K | 0.01% | 1065 |
|
|
2014
Q3 | $694K | Buy |
12,068
+1,023
| +9% | +$57.6K | 0.01% | 1049 |
|
|
2014
Q2 | $641K | Buy |
11,045
+5,678
| +106% | +$307K | 0.01% | 1079 |
|
|
2014
Q1 | $306K | Buy |
5,367
+1,579
| +42% | +$94.4K | 0.01% | 1445 |
|
|
2013
Q4 | $209K | Buy |
+3,788
| New | +$203K | 0.01% | 1702 |
|
Other funds holding CRM
Janney Montgomery Scott's CRM Position: Q2 2026 in Review
Janney Montgomery Scott reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $7.53M and leaving 209,167 shares worth $32.8M. The position accounts for 0.06% of the portfolio, ranked #305.
Janney Montgomery Scott first reported a position in CRM in Q4 2013 and has held it in 50 quarters since. The position peaked at $73M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Janney Montgomery Scott held 209,167 shares of Salesforce worth $32.8M as of Q2 2026.
- Janney Montgomery Scott sold 42,803 Salesforce shares in Q2 2026, an estimated $7.53M.
- Salesforce made up 0.06% of Janney Montgomery Scott's portfolio in Q2 2026, its #305 holding.
- Janney Montgomery Scott first reported a position in Salesforce in Q4 2013 and has held it in 50 quarters since.
- Janney Montgomery Scott's Salesforce position peaked at $73M in Q2 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.