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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jacobs Levy Equity Management's CRM Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Salesforce (CRM) stake by 61% in Q1 2026, buying an estimated $14.8M and bringing the position to 189,523 shares worth $35.4M. The position accounts for 0.15% of the portfolio, ranked #152.

Jacobs Levy Equity Management first reported a position in CRM in Q2 2015 and has held it in 15 quarters since. The position peaked at $203M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Jacobs Levy Equity Management held 189,523 shares of Salesforce worth $35.4M as of Q1 2026.
Jacobs Levy Equity Management bought 71,654 Salesforce shares in Q1 2026, an estimated $14.8M.
Salesforce made up 0.15% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #152 holding.
Jacobs Levy Equity Management first reported a position in Salesforce in Q2 2015 and has held it in 15 quarters since.
Jacobs Levy Equity Management's Salesforce position peaked at $203M in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.