JGCM
CRM icon

Joseph Group Capital Management’s Salesforce CRM Stock Holding History

Joseph Group Capital 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 		$41.4K Sell
264
-190
-42% -$33.4K 0.01% 148
2026
Q1 		$84.7K Sell
454
-16,081
-97% -$3.33M 0.02% 86
2025
Q4 		$4.38M Buy
16,535
+683
+4% +$170K 1.15% 32
2025
Q3 		$3.76M Buy
15,852
+3,021
+24% +$762K 1.06% 38
2025
Q2 		$3.5M Buy
12,831
+2,758
+27% +$737K 1.17% 32
2025
Q1 		$2.7M Buy
10,073
+1,268
+14% +$394K 1.03% 37
2024
Q4 		$2.94M Sell
8,805
-891
-9% -$284K 1.16% 28
2024
Q3 		$2.65M Buy
9,696
+2,515
+35% +$644K 1.01% 28
2024
Q2 		$1.85M Buy
7,181
+111
+2% +$29.7K 0.96% 38
2024
Q1 		$2.13M Buy
7,070
+942
+15% +$272K 1.07% 25
2023
Q4 		$1.61M Buy
6,128
+157
+3% +$35.5K 0.94% 27
2023
Q3 		$1.21M Buy
5,971
+227
+4% +$49K 0.87% 36
2023
Q2 		$1.21M Buy
5,744
+441
+8% +$90K 1.02% 34
2023
Q1 		$1.06M Buy
+5,303
New +$896K 0.93% 37

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

Joseph Group Capital Management's CRM Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Salesforce (CRM) stake by 42% in Q2 2026, selling an estimated $33.4K and leaving 264 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #148.

Joseph Group Capital Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.38M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Joseph Group Capital Management held 264 shares of Salesforce worth $41.4K as of Q2 2026.
  • Joseph Group Capital Management sold 190 Salesforce shares in Q2 2026, an estimated $33.4K.
  • Salesforce made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #148 holding.
  • Joseph Group Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Joseph Group Capital Management's Salesforce position peaked at $4.38M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.