JFG
CRM icon

JDM Financial Group’s Salesforce CRM Stock Holding History

JDM Financial Group’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
Q2 		– Sell
-9
Closed -$2.42K – 272
2025
Q1 		$2.42K Hold
9
– – ﹤0.01% 244
2024
Q4 		$3.01K Hold
9
– – ﹤0.01% 242
2024
Q3 		$2.46K Buy
+9
New +$2.31K ﹤0.01% 239

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's CRM Position: Q2 2025 in Review

JDM Financial Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 9 shares — an estimated $2.42K sold.

JDM Financial Group first reported a position in CRM in Q3 2024 and held it in 3 quarters. The position peaked at $3.01K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • JDM Financial Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 9 Salesforce shares in Q2 2025, an estimated $2.42K.
  • JDM Financial Group first reported a position in Salesforce in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Salesforce position peaked at $3.01K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.