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Journey Strategic Wealth’s Salesforce CRM Stock Holding History

Journey Strategic Wealth’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 		$1.77M Buy
9,482
+3,604
+61% +$747K 0.04% 113
2025
Q4 		$1.56M Sell
5,878
-347
-6% -$86.2K 0.04% 125
2025
Q3 		$1.48M Buy
6,225
+67
+1% +$16.9K 0.04% 123
2025
Q2 		$1.68M Buy
6,158
+1,210
+24% +$323K 0.05% 109
2025
Q1 		$1.33M Buy
4,948
+1,270
+35% +$395K 0.05% 102
2024
Q4 		$1.23M Buy
3,678
+54
+1% +$17.2K 0.05% 101
2024
Q3 		$992K Buy
3,624
+1,593
+78% +$408K 0.04% 126
2024
Q2 		$522K Buy
2,031
+1,326
+188% +$355K 0.02% 151
2024
Q1 		$212K Buy
+705
New +$203K 0.01% 272
2023
Q4 		– Sell
-1,174
Closed -$238K – 241
2023
Q3 		$238K Sell
1,174
-6
-0.5% -$1.3K 0.01% 148
2023
Q2 		$249K Sell
1,180
-911
-44% -$186K 0.01% 143
2023
Q1 		$418K Buy
2,091
+518
+33% +$87.5K 0.04% 121
2022
Q4 		$209K Buy
+1,573
New +$230K 0.02% 212
2022
Q2 		– Sell
-1,458
Closed -$310K – 147
2022
Q1 		$310K Buy
1,458
+229
+19% +$49.3K 0.03% 93
2021
Q4 		$312K Buy
+1,229
New +$345K 0.03% 118

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Journey Strategic Wealth's CRM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Salesforce (CRM) stake by 61% in Q1 2026, buying an estimated $747K and bringing the position to 9,482 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #113.

Journey Strategic Wealth first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Journey Strategic Wealth held 9,482 shares of Salesforce worth $1.77M as of Q1 2026.
  • Journey Strategic Wealth bought 3,604 Salesforce shares in Q1 2026, an estimated $747K.
  • Salesforce made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #113 holding.
  • Journey Strategic Wealth first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.