JC
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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Jacobs & Co's CRM Position: Q2 2026 in Review

Jacobs & Co increased its Salesforce (CRM) stake by 3% in Q2 2026, buying an estimated $229K and bringing the position to 45,212 shares worth $7.08M. The position accounts for 0.61% of the portfolio, ranked #56.

Jacobs & Co first reported a position in CRM in Q3 2021 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jacobs & Co held 45,212 shares of Salesforce worth $7.08M as of Q2 2026.
  • Jacobs & Co bought 1,302 Salesforce shares in Q2 2026, an estimated $229K.
  • Salesforce made up 0.61% of Jacobs & Co's portfolio in Q2 2026, its #56 holding.
  • Jacobs & Co first reported a position in Salesforce in Q3 2021 and has held it in 6 quarters since.
  • Jacobs & Co's Salesforce position peaked at $10.1M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.