Jackson Grant Investment Advisers’s Salesforce CRM Stock Holding History

Jackson Grant Investment Advisers’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	$11.8K	Sell	75 -22	-23%	-$3.87K	﹤0.01%	298
2026 Q1	$18.1K	Buy	97 +75	+341%	+$15.5K	0.01%	264
2025 Q4	$5.83K	Hold	22	–	–	﹤0.01%	340
2025 Q3	$5.21K	Hold	22	–	–	﹤0.01%	347
2025 Q2	$6K	Hold	22	–	–	﹤0.01%	301
2025 Q1	$5.9K	Hold	22	–	–	﹤0.01%	294
2024 Q4	$7.36K	Hold	22	–	–	﹤0.01%	286
2024 Q3	$6.02K	Hold	22	–	–	﹤0.01%	300
2024 Q2	$5.66K	Hold	22	–	–	﹤0.01%	299
2024 Q1	$6.63K	Hold	22	–	–	﹤0.01%	280
2023 Q4	$5.79K	Hold	22	–	–	﹤0.01%	279
2023 Q3	$4.46K	Hold	22	–	–	﹤0.01%	291
2023 Q2	$4.65K	Sell	22 -1,538	-99%	-$314K	﹤0.01%	299
2023 Q1	$312K	Buy	1,560 +22	+1%	+$3.72K	0.15%	78
2022 Q4	$204K	Hold	1,538	–	–	0.1%	95
2022 Q3	$221K	Hold	1,538	–	–	0.12%	87
2022 Q2	$254K	Sell	1,538 -117	-7%	-$20.7K	0.13%	84
2022 Q1	$351K	Hold	1,655	–	–	0.15%	79
2021 Q4	$421K	Hold	1,655	–	–	0.21%	59
2021 Q3	$449K	Hold	1,655	–	–	0.2%	67
2021 Q2	$404K	Sell	1,655 -300	-15%	-$69.1K	0.18%	71
2021 Q1	$414K	Buy	1,955 +1,290	+194%	+$287K	0.19%	67
2020 Q4	$148K	Buy	+665	New	+$162K	0.08%	111

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

Jackson Grant Investment Advisers's CRM Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $3.87K and leaving 75 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Jackson Grant Investment Advisers first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $449K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Jackson Grant Investment Advisers held 75 shares of Salesforce worth $11.8K as of Q2 2026.
Jackson Grant Investment Advisers sold 22 Salesforce shares in Q2 2026, an estimated $3.87K.
Salesforce made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #298 holding.
Jackson Grant Investment Advisers first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
Jackson Grant Investment Advisers's Salesforce position peaked at $449K in Q3 2021.
1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.