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Journey Advisory Group’s Salesforce CRM Stock Holding History

Journey Advisory Group’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
2025
Q3 		– Sell
-1,252
Closed -$341K – 275
2025
Q2 		$341K Hold
1,252
– – 0.03% 237
2025
Q1 		$336K Buy
1,252
+112
+10% +$34.8K 0.03% 228
2024
Q4 		$293K Hold
1,140
– – 0.04% 192
2024
Q3 		$293K Hold
1,140
– – 0.04% 192
2024
Q2 		$293K Sell
1,140
-478
-30% -$128K 0.04% 192
2024
Q1 		$487K Buy
+1,618
New +$467K 0.06% 162
2023
Q3 		– Sell
-1,009
Closed -$213K – 218
2023
Q2 		$213K Sell
1,009
-199
-16% -$40.6K 0.03% 218
2023
Q1 		$241K Buy
+1,208
New +$204K 0.04% 214
2022
Q4 		– Sell
-4,971
Closed -$715K – 222
2022
Q3 		$715K Buy
4,971
+710
+17% +$120K 0.18% 107
2022
Q2 		$780K Buy
4,261
+2,067
+94% +$365K 0.18% 119
2022
Q1 		$466K Buy
2,194
+77
+4% +$16.6K 0.12% 142
2021
Q4 		$538K Buy
2,117
+1,364
+181% +$383K 0.15% 126
2021
Q3 		$204K Buy
+753
New +$191K 0.07% 194

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Advisory Group's CRM Position: Q3 2025 in Review

Journey Advisory Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,252 shares — an estimated $341K sold.

Journey Advisory Group first reported a position in CRM in Q3 2021 and held it in 13 quarters. The position peaked at $780K in Q2 2022. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Journey Advisory Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Journey Advisory Group sold 1,252 Salesforce shares in Q3 2025, an estimated $341K.
  • Journey Advisory Group first reported a position in Salesforce in Q3 2021 and held it in 13 quarters.
  • Journey Advisory Group's Salesforce position peaked at $780K in Q2 2022.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Journey Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.