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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jeppson Wealth Management's CRM Position: Q1 2026 in Review

Jeppson Wealth Management increased its Salesforce (CRM) stake by 32% in Q1 2026, buying an estimated $136K and bringing the position to 2,685 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #123.

Jeppson Wealth Management first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $622K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jeppson Wealth Management held 2,685 shares of Salesforce worth $501K as of Q1 2026.
  • Jeppson Wealth Management bought 658 Salesforce shares in Q1 2026, an estimated $136K.
  • Salesforce made up 0.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Jeppson Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Salesforce position peaked at $622K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.