Jessup Wealth Management’s Salesforce CRM Stock Holding History

Jessup 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	–	Sell	-34	Closed	-$8.88K	–	143
2025 Q4	$8.88K	Buy	+34	New	+$8.45K	﹤0.01%	247

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Jessup Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 34 shares — an estimated $8.88K sold.

Jessup Wealth Management first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $8.88K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Jessup Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 34 Salesforce shares in Q1 2026, an estimated $8.88K.
Jessup Wealth Management first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Salesforce position peaked at $8.88K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.