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Jeppson Wealth Management’s Salesforce CRM Stock Holding History

Jeppson 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 		$410K Sell
2,614
-71
-3% -$12.5K 0.12% 163
2026
Q1 		$501K Buy
2,685
+658
+32% +$136K 0.16% 123
2025
Q4 		$537K Hold
2,027
– – 0.17% 113
2025
Q3 		$480K Buy
2,027
+18
+0.9% +$4.54K 0.15% 126
2025
Q2 		$548K Buy
2,009
+120
+6% +$32.1K 0.19% 115
2025
Q1 		$507K Buy
1,889
+30
+2% +$9.33K 0.19% 117
2024
Q4 		$622K Sell
1,859
-49
-3% -$15.6K 0.23% 98
2024
Q3 		$522K Buy
1,908
+1
+0.1% +$256 0.19% 118
2024
Q2 		$490K Buy
1,907
+303
+19% +$81.1K 0.19% 113
2024
Q1 		$483K Sell
1,604
-10
-0.6% -$2.88K 0.19% 118
2023
Q4 		$425K Sell
1,614
-59
-4% -$13.4K 0.18% 125
2023
Q3 		$339K Sell
1,673
-29
-2% -$6.27K 0.16% 134
2023
Q2 		$360K Sell
1,702
-187
-10% -$38.2K 0.16% 131
2023
Q1 		$377K Buy
1,889
+67
+4% +$11.3K 0.16% 125
2022
Q4 		$242K Sell
1,822
-922
-34% -$135K 0.1% 175
2022
Q3 		$395K Buy
2,744
+347
+14% +$58.8K 0.18% 116
2022
Q2 		$396K Buy
2,397
+279
+13% +$49.3K 0.17% 114
2022
Q1 		$449K Buy
2,118
+634
+43% +$136K 0.21% 103
2021
Q4 		$377K Buy
1,484
+179
+14% +$50.3K 0.18% 106
2021
Q3 		$353K Hold
1,305
– – 0.18% 102
2021
Q2 		$318K Buy
1,305
+7
+0.5% +$1.61K 0.17% 106
2021
Q1 		$275K Buy
1,298
+238
+22% +$53K 0.16% 113
2020
Q4 		$236K Buy
1,060
+2
+0.2% +$486 0.16% 121
2020
Q3 		$266K Buy
+1,058
New +$232K 0.21% 98

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

Jeppson Wealth Management's CRM Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Salesforce (CRM) stake by 2.6% in Q2 2026, selling an estimated $12.5K and leaving 2,614 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #163.

Jeppson Wealth Management first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $622K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jeppson Wealth Management held 2,614 shares of Salesforce worth $410K as of Q2 2026.
  • Jeppson Wealth Management sold 71 Salesforce shares in Q2 2026, an estimated $12.5K.
  • Salesforce made up 0.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Jeppson Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Salesforce position peaked at $622K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.