J. Stern & Co’s Salesforce CRM Stock Holding History

J. Stern & Co’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	$31.8M	Buy	202,695 +19,321	+11%	+$3.4M	3%	15
2026 Q1	$34.2M	Buy	183,374 +4,500	+3%	+$932K	3.32%	14
2025 Q4	$47.4M	Sell	178,874 -17,285	-9%	-$4.3M	4.04%	12
2025 Q3	$46.5M	Sell	196,159 -7,608	-4%	-$1.92M	3.52%	13
2025 Q2	$55.6M	Buy	203,767 +5,927	+3%	+$1.58M	4.75%	9
2025 Q1	$53.1M	Buy	197,840 +17,956	+10%	+$5.58M	5.09%	9
2024 Q4	$60.1M	Buy	179,884 +11,609	+7%	+$3.7M	5.66%	7
2024 Q3	$46.1M	Buy	168,275 +8,426	+5%	+$2.16M	4.91%	8
2024 Q2	$41.1M	Buy	159,849 +5,240	+3%	+$1.4M	4.89%	10
2024 Q1	$46.2M	Buy	154,609 +32,017	+26%	+$9.24M	5.84%	7
2023 Q4	$34.5M	Buy	+122,592	New	+$27.7M	6.28%	7

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

J. Stern & Co's CRM Position: Q2 2026 in Review

J. Stern & Co increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $3.4M and bringing the position to 202,695 shares worth $31.8M. The position accounts for 3% of the portfolio, ranked #15.

J. Stern & Co first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.1M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

J. Stern & Co held 202,695 shares of Salesforce worth $31.8M as of Q2 2026.
J. Stern & Co bought 19,321 Salesforce shares in Q2 2026, an estimated $3.4M.
Salesforce made up 3% of J. Stern & Co's portfolio in Q2 2026, its #15 holding.
J. Stern & Co first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's Salesforce position peaked at $60.1M in Q4 2024.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.