JWM
CRM icon

JPL Wealth Management’s Salesforce CRM Stock Holding History

JPL Wealth 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 		$63.1K Buy
+338
New +$70K 0.01% 207
2025
Q4 		– Sell
-495
Closed -$117K – 334
2025
Q3 		$117K Buy
+495
New +$125K 0.03% 158

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

JPL Wealth Management's CRM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 338 shares worth $63.1K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CRM as recently as Q3 2025.

JPL Wealth Management first reported a position in CRM in Q3 2025 and has held it in 2 quarters since. The position peaked at $117K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • JPL Wealth Management held 338 shares of Salesforce worth $63.1K as of Q1 2026.
  • Salesforce was a new JPL Wealth Management position in Q1 2026.
  • Salesforce made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #207 holding.
  • JPL Wealth Management first reported a position in Salesforce in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Salesforce position peaked at $117K in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.