Jacobs Levy Equity Management’s Salesforce CRM Stock Holding History

Jacobs Levy Equity Management’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	$11.6M	Sell	74,181 -115,342	-61%	-$20.3M	0.04%	292
2026 Q1	$35.4M	Buy	189,523 +71,654	+61%	+$14.8M	0.15%	152
2025 Q4	$31.2M	Sell	117,869 -540,162	-82%	-$134M	0.12%	152
2025 Q3	$156M	Sell	658,031 -87,360	-12%	-$22M	0.62%	39
2025 Q2	$203M	Buy	745,391 +303,707	+69%	+$81.2M	0.8%	21
2025 Q1	$119M	Buy	441,684 +428,343	+3,211%	+$133M	0.47%	50
2024 Q4	$4.46M	Sell	13,341 -145,707	-92%	-$46.5M	0.02%	451
2024 Q3	$43.5M	Sell	159,048 -68,214	-30%	-$17.5M	0.17%	149
2024 Q2	$58.4M	Buy	+227,262	New	+$60.8M	0.24%	96
2020 Q2	–	Sell	-8,100	Closed	-$1.17M	–	1052
2020 Q1	$1.17M	Hold	8,100	–	–	0.02%	587
2019 Q4	$1.32M	Sell	8,100 -73	-0.9%	-$11.4K	0.01%	630
2019 Q3	$1.21M	Buy	+8,173	New	+$1.24M	0.01%	588
2016 Q4	–	Sell	-16,460	Closed	-$1.17M	–	981
2016 Q3	$1.17M	Buy	+16,460	New	+$1.28M	0.02%	537
2016 Q1	–	Sell	-141,561	Closed	-$11.1M	–	1121
2015 Q4	$11.1M	Buy	141,561 +38,191	+37%	+$2.98M	0.22%	140
2015 Q3	$7.18M	Buy	103,370 +100,250	+3,213%	+$7.11M	0.15%	177
2015 Q2	$217K	Buy	+3,120	New	+$222K	﹤0.01%	714

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jacobs Levy Equity Management's CRM Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Salesforce (CRM) stake by 61% in Q2 2026, selling an estimated $20.3M and leaving 74,181 shares worth $11.6M. The position accounts for 0.04% of the portfolio, ranked #292.

Jacobs Levy Equity Management first reported a position in CRM in Q2 2015 and has held it in 16 quarters since. The position peaked at $203M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Jacobs Levy Equity Management held 74,181 shares of Salesforce worth $11.6M as of Q2 2026.
Jacobs Levy Equity Management sold 115,342 Salesforce shares in Q2 2026, an estimated $20.3M.
Salesforce made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #292 holding.
Jacobs Levy Equity Management first reported a position in Salesforce in Q2 2015 and has held it in 16 quarters since.
Jacobs Levy Equity Management's Salesforce position peaked at $203M in Q2 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.