JRPIM
CRM icon

Journey Retirement Planning & Investment Management’s Salesforce CRM Stock Holding History

Journey Retirement Planning & Investment 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 		$862K Buy
5,500
+311
+6% +$54.7K 0.67% 36
2026
Q1 		$969K Sell
5,189
-11,675
-69% -$2.42M 0.85% 28
2025
Q4 		$4.47M Buy
+16,864
New +$4.19M 0.92% 21

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CRM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Salesforce (CRM) stake by 6% in Q2 2026, buying an estimated $54.7K and bringing the position to 5,500 shares worth $862K. The position accounts for 0.67% of the portfolio, ranked #36.

Journey Retirement Planning & Investment Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,500 shares of Salesforce worth $862K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 311 Salesforce shares in Q2 2026, an estimated $54.7K.
  • Salesforce made up 0.67% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #36 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Salesforce position peaked at $4.47M in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.