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Jackson Creek Investment Advisors’s Salesforce CRM Stock Holding History

Jackson Creek 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
Q1 		– Sell
-1,337
Closed -$354K – 314
2025
Q4 		$354K Sell
1,337
-5
-0.4% -$1.24K 0.1% 265
2025
Q3 		$318K Sell
1,342
-4
-0.3% -$1.01K 0.09% 259
2025
Q2 		$367K Sell
1,346
-36
-3% -$9.63K 0.1% 281
2025
Q1 		$371K Sell
1,382
-1,446
-51% -$450K 0.12% 255
2024
Q4 		$945K Buy
2,828
+84
+3% +$26.8K 0.28% 175
2024
Q3 		$751K Buy
2,744
+1,318
+92% +$338K 0.22% 194
2024
Q2 		$367K Sell
1,426
-1,401
-50% -$375K 0.13% 257
2024
Q1 		$851K Sell
2,827
-119
-4% -$34.3K 0.3% 194
2023
Q4 		$775K Buy
2,946
+773
+36% +$175K 0.3% 183
2023
Q3 		$441K Buy
2,173
+466
+27% +$101K 0.19% 245
2023
Q2 		$361K Sell
1,707
-454
-21% -$92.7K 0.14% 273
2023
Q1 		$432K Buy
+2,161
New +$365K 0.18% 255
2022
Q2 		– Sell
-958
Closed -$203K – 314
2022
Q1 		$203K Sell
958
-49
-5% -$10.5K 0.07% 299
2021
Q4 		$256K Sell
1,007
-54
-5% -$15.2K 0.09% 287
2021
Q3 		$288K Sell
1,061
-49
-4% -$12.4K 0.11% 270
2021
Q2 		$271K Buy
+1,110
New +$256K 0.1% 275

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jackson Creek Investment Advisors's CRM Position: Q1 2026 in Review

Jackson Creek Investment Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,337 shares — an estimated $354K sold.

Jackson Creek Investment Advisors first reported a position in CRM in Q2 2021 and held it in 16 quarters. The position peaked at $945K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jackson Creek Investment Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,337 Salesforce shares in Q1 2026, an estimated $354K.
  • Jackson Creek Investment Advisors first reported a position in Salesforce in Q2 2021 and held it in 16 quarters.
  • Jackson Creek Investment Advisors's Salesforce position peaked at $945K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.