JGP Wealth Management’s Salesforce CRM Stock Holding History

JGP 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	-1,131	Closed	-$300K	–	231
2025 Q4	$300K	Sell	1,131 -45	-4%	-$11.2K	0.03%	188
2025 Q3	$281K	Sell	1,176 -37	-3%	-$9.33K	0.03%	179
2025 Q2	$331K	Sell	1,213 -75	-6%	-$20.1K	0.04%	159
2025 Q1	$346K	Buy	1,288 +172	+15%	+$53.5K	0.05%	146
2024 Q4	$373K	Buy	1,116 +122	+12%	+$38.9K	0.05%	145
2024 Q3	$272K	Buy	994 +76	+8%	+$19.5K	0.04%	158
2024 Q2	$236K	Buy	918 +3	+0.3%	+$803	0.03%	157
2024 Q1	$276K	Sell	915 -16	-2%	-$4.62K	0.04%	148
2023 Q4	$245K	Buy	+931	New	+$211K	0.04%	156

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

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

JGP Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,131 shares — an estimated $300K sold.

JGP Wealth Management first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $373K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

JGP Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
JGP Wealth Management sold 1,131 Salesforce shares in Q1 2026, an estimated $300K.
JGP Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
JGP Wealth Management's Salesforce position peaked at $373K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.