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
Q2 		$38.9K Sell
248
-90
-27% -$15.8K 0.01% 300
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JPL Wealth Management's CRM Position: Q2 2026 in Review

JPL Wealth Management reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $15.8K and leaving 248 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #300.

JPL Wealth Management first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $117K in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JPL Wealth Management held 248 shares of Salesforce worth $38.9K as of Q2 2026.
  • JPL Wealth Management sold 90 Salesforce shares in Q2 2026, an estimated $15.8K.
  • Salesforce made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #300 holding.
  • JPL Wealth Management first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Salesforce position peaked at $117K in Q3 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.