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 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 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

Joseph Group Capital Management's CRM Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Salesforce (CRM) stake by 97% in Q1 2026, selling an estimated $3.33M and leaving 454 shares worth $84.7K. The position accounts for 0.02% of the portfolio, ranked #86.

Joseph Group Capital Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.38M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Joseph Group Capital Management held 454 shares of Salesforce worth $84.7K as of Q1 2026.
Joseph Group Capital Management sold 16,081 Salesforce shares in Q1 2026, an estimated $3.33M.
Salesforce made up 0.02% of Joseph Group Capital Management's portfolio in Q1 2026, its #86 holding.
Joseph Group Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Joseph Group Capital Management's Salesforce position peaked at $4.38M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.