Jacobs & Co
CRM icon

Jacobs & Co’s Salesforce CRM Stock Holding History

Jacobs & 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
Q3 		$9.9M Sell
43,192
-2,020
-4% -$417K 0.86% 41
2026
Q2 		$7.08M Buy
45,212
+1,302
+3% +$229K 0.61% 56
2026
Q1 		$8.2M Buy
43,910
+5,932
+16% +$1.23M 0.81% 49
2025
Q4 		$10.1M Buy
37,978
+1,045
+3% +$260K 0.95% 41
2025
Q3 		$8.75M Buy
36,933
+3,999
+12% +$1.01M 0.84% 48
2025
Q2 		$8.98M Buy
+32,934
New +$8.8M 0.89% 47
2021
Q4 		– Sell
-741
Closed -$200K – 124
2021
Q3 		$200K Buy
+741
New +$188K 0.02% 116

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Jacobs & Co's CRM Position: Q3 2026 in Review

Jacobs & Co reduced its Salesforce (CRM) stake by 4.5% in Q3 2026, selling an estimated $417K and leaving 43,192 shares worth $9.9M. The position accounts for 0.86% of the portfolio, ranked #41.

Jacobs & Co first reported a position in CRM in Q3 2021 and has held it in 7 quarters since. The position peaked at $10.1M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Jacobs & Co held 43,192 shares of Salesforce worth $9.9M as of Q3 2026.
  • Jacobs & Co sold 2,020 Salesforce shares in Q3 2026, an estimated $417K.
  • Salesforce made up 0.86% of Jacobs & Co's portfolio in Q3 2026, its #41 holding.
  • Jacobs & Co first reported a position in Salesforce in Q3 2021 and has held it in 7 quarters since.
  • Jacobs & Co's Salesforce position peaked at $10.1M in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.