Jacobi Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.67M | Sell |
10,635
-721
| -6% | -$127K | 0.08% | 219 |
|
|
2026
Q1 | $2.12M | Buy |
11,356
+2,214
| +24% | +$459K | 0.12% | 164 |
|
|
2025
Q4 | $2.42M | Buy |
9,142
+158
| +2% | +$39.3K | 0.14% | 144 |
|
|
2025
Q3 | $2.13M | Buy |
8,984
+1,882
| +26% | +$475K | 0.13% | 158 |
|
|
2025
Q2 | $1.94M | Buy |
7,102
+861
| +14% | +$230K | 0.13% | 154 |
|
|
2025
Q1 | $1.67M | Buy |
6,241
+159
| +3% | +$49.5K | 0.12% | 169 |
|
|
2024
Q4 | $2.03M | Sell |
6,082
-99
| -2% | -$31.6K | 0.15% | 137 |
|
|
2024
Q3 | $1.69M | Buy |
6,181
+341
| +6% | +$87.3K | 0.13% | 155 |
|
|
2024
Q2 | $1.5M | Sell |
5,840
-578
| -9% | -$155K | 0.13% | 146 |
|
|
2024
Q1 | $1.93M | Sell |
6,418
-338
| -5% | -$97.5K | 0.18% | 108 |
|
|
2023
Q4 | $1.78M | Sell |
6,756
-104
| -2% | -$23.5K | 0.18% | 108 |
|
|
2023
Q3 | $1.39M | Buy |
6,860
+364
| +6% | +$78.6K | 0.16% | 126 |
|
|
2023
Q2 | $1.37M | Buy |
6,496
+114
| +2% | +$23.3K | 0.15% | 133 |
|
|
2023
Q1 | $1.27M | Sell |
6,382
-459
| -7% | -$77.5K | 0.15% | 139 |
|
|
2022
Q4 | $907K | Sell |
6,841
-1,154
| -14% | -$168K | 0.11% | 179 |
|
|
2022
Q3 | $1.15M | Buy |
7,995
+418
| +6% | +$70.9K | 0.16% | 135 |
|
|
2022
Q2 | $1.25M | Buy |
7,577
+1,965
| +35% | +$347K | 0.17% | 124 |
|
|
2022
Q1 | $1.19M | Buy |
5,612
+2,048
| +57% | +$441K | 0.14% | 142 |
|
|
2021
Q4 | $906K | Buy |
3,564
+285
| +9% | +$80.1K | 0.11% | 178 |
|
|
2021
Q3 | $889K | Sell |
3,279
-308
| -9% | -$78.2K | 0.11% | 157 |
|
|
2021
Q2 | $876K | Sell |
3,587
-1,180
| -25% | -$272K | 0.12% | 160 |
|
|
2021
Q1 | $1.01M | Buy |
4,767
+1,224
| +35% | +$272K | 0.15% | 129 |
|
|
2020
Q4 | $788K | Buy |
3,543
+1,492
| +73% | +$363K | 0.12% | 146 |
|
|
2020
Q3 | $515K | Buy |
2,051
+35
| +2% | +$7.66K | 0.09% | 179 |
|
|
2020
Q2 | $378K | Buy |
2,016
+80
| +4% | +$13.5K | 0.07% | 214 |
|
|
2020
Q1 | $279K | Buy |
1,936
+276
| +17% | +$47.3K | 0.06% | 222 |
|
|
2019
Q4 | $270K | Sell |
1,660
-25
| -1% | -$3.92K | 0.05% | 254 |
|
|
2019
Q3 | $250K | Buy |
1,685
+65
| +4% | +$9.88K | 0.05% | 249 |
|
|
2019
Q2 | $246K | Buy |
1,620
+78
| +5% | +$12.2K | 0.05% | 254 |
|
|
2019
Q1 | $244K | Sell |
1,542
-20
| -1% | -$3.1K | 0.06% | 207 |
|
|
2018
Q4 | $214K | Buy |
1,562
+648
| +71% | +$89.1K | 0.06% | 209 |
|
|
2018
Q3 | $145K | Sell |
914
-18
| -2% | -$2.67K | 0.04% | 275 |
|
|
2018
Q2 | $127K | Buy |
932
+202
| +28% | +$25.8K | 0.04% | 280 |
|
|
2018
Q1 | $84K | Hold |
730
| – | – | 0.03% | 317 |
|
|
2017
Q4 | $79K | Buy |
730
+370
| +103% | +$37.7K | 0.03% | 299 |
|
|
2017
Q3 | $35K | Buy |
360
+80
| +29% | +$7.36K | 0.01% | 413 |
|
|
2017
Q2 | $25K | Buy |
+280
| New | +$24.4K | 0.01% | 408 |
|
Other funds holding CRM
FWIA
ATO
Jacobi Capital Management's CRM Position: Q2 2026 in Review
Jacobi Capital Management reduced its Salesforce (CRM) stake by 6.3% in Q2 2026, selling an estimated $127K and leaving 10,635 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #219.
Jacobi Capital Management first reported a position in CRM in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.42M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Jacobi Capital Management held 10,635 shares of Salesforce worth $1.67M as of Q2 2026.
- Jacobi Capital Management sold 721 Salesforce shares in Q2 2026, an estimated $127K.
- Salesforce made up 0.08% of Jacobi Capital Management's portfolio in Q2 2026, its #219 holding.
- Jacobi Capital Management first reported a position in Salesforce in Q2 2017 and has held it in 37 quarters since.
- Jacobi Capital Management's Salesforce position peaked at $2.42M in Q4 2025.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.