JCFM
CRM icon

JBR Co Financial Management’s Salesforce CRM Stock Holding History

JBR Co Financial 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
Q3 		– Sell
-1,197
Closed -$326K – 119
2025
Q2 		$326K Sell
1,197
-25
-2% -$6.68K 0.16% 91
2025
Q1 		$328K Hold
1,222
– – 0.19% 86
2024
Q4 		$409K Buy
1,222
+10
+0.8% +$3.19K 0.25% 77
2024
Q3 		$332K Sell
1,212
-40
-3% -$10.2K 0.22% 81
2024
Q2 		$322K Buy
1,252
+15
+1% +$4.01K 0.23% 76
2024
Q1 		$373K Hold
1,237
– – 0.3% 65
2023
Q4 		$326K Buy
+1,237
New +$280K 0.31% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JBR Co Financial Management's CRM Position: Q3 2025 in Review

JBR Co Financial Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,197 shares — an estimated $326K sold.

JBR Co Financial Management first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $409K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • JBR Co Financial Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 1,197 Salesforce shares in Q3 2025, an estimated $326K.
  • JBR Co Financial Management first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • JBR Co Financial Management's Salesforce position peaked at $409K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on JBR Co Financial Management's 13F filing for Q3 2025, filed 14 Oct 2025.