SEC 13F Intelligence

Janney Montgomery Scott LLC / CRM

Janney Montgomery Scott LLC’s Salesforce Inc Position

Does Janney Montgomery Scott LLC own Salesforce Inc (CRM)? Yes — 252.0K shares worth $47M (+0.12% of its 13F portfolio) as of Q1 2026, down from 262.8K shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
252.0K
% of Portfolio
+0.12%
Quarters Held
30
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $14MQ4 ’19: $16MQ4 ’19Q1 ’20: $17MQ2 ’20: $24MQ3 ’20: $35MQ4 ’20: $43MQ4 ’20Q1 ’21: $47MQ2 ’21: $53MQ3 ’21: $66MQ4 ’21: $64MQ4 ’21Q1 ’22: $50MQ2 ’22: $38MQ3 ’22: $33MQ4 ’22: $29MQ4 ’22Q1 ’23: $39MQ2 ’23: $44MQ3 ’23: $42MQ4 ’23: $55MQ4 ’23Q1 ’24: $64MQ2 ’24: $56MQ3 ’24: $55MQ4 ’24: $73MQ4 ’24Q1 ’25: $69MQ2 ’25: $73MQ3 ’25: $59MQ4 ’25: $70MQ4 ’25Q1 ’26: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026252.0K$47M+0.12%
Q4 2025262.8K$70M+0.16%
Q3 2025248.2K$59M+0.14%
Q2 2025267.8K$73M+0.19%
Q1 2025257.1K$69M+0.20%
Q4 2024217.3K$73M+0.20%
Q3 2024200.5K$55M+0.15%
Q2 2024218.5K$56M+0.17%
Q1 2024212.4K$64M+0.19%
Q4 2023207.9K$55M+0.18%
Q3 2023207.1K$42M+0.16%
Q2 2023207.4K$44M+0.15%
Q1 2023193.6K$39M+0.16%
Q4 2022216.0K$29M+0.11%
Q3 2022228.9K$33M+0.14%
Q2 2022222.1K$38M+0.17%
Q1 2022235.2K$50M+0.21%
Q4 2021253.4K$64M+0.25%
Q3 2021241.9K$66M+0.28%
Q2 2021218.0K$53M+0.23%
Q1 2021223.4K$47M+0.23%
Q4 2020193.7K$43M+0.21%
Q3 2020140.5K$35M+0.20%
Q2 2020127.2K$24M+0.15%
Q1 2020119.2K$17M+0.14%
Q4 201996.0K$16M+0.10%
Q3 201992.4K$14M+0.10%
Q2 201994.2K$14M+0.11%
Q1 201980.4K$13M+0.10%
Q4 201870.1K$10M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of CRM.