Glass Jacobson Investment Advisors’s Salesforce CRM Stock Holding History

Glass Jacobson Investment Advisors’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	$22.1K	Hold	141	–	–	0.01%	405
2026 Q1	$26.3K	Buy	141 +1	+0.7%	+$207	0.01%	384
2025 Q4	$37.1K	Hold	140	–	–	0.01%	340
2025 Q3	$33.2K	Hold	140	–	–	0.01%	343
2025 Q2	$38.2K	Hold	140	–	–	0.01%	319
2025 Q1	$46.8K	Hold	140	–	–	0.02%	377
2024 Q4	$46.8K	Hold	140	–	–	0.02%	377
2024 Q3	$38.3K	Hold	140	–	–	0.01%	401
2024 Q2	$36K	Hold	140	–	–	0.01%	391
2024 Q1	$42.2K	Hold	140	–	–	0.02%	372
2023 Q4	$36.8K	Buy	+140	New	+$31.7K	0.02%	368

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Glass Jacobson Investment Advisors's CRM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Salesforce (CRM) position steady in Q2 2026 at 141 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #405.

Glass Jacobson Investment Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.8K in Q1 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Glass Jacobson Investment Advisors held 141 shares of Salesforce worth $22.1K as of Q2 2026.
Glass Jacobson Investment Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #405 holding.
Glass Jacobson Investment Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Glass Jacobson Investment Advisors's Salesforce position peaked at $46.8K in Q1 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.