JCM
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Jacobsen Capital Management’s Salesforce CRM Stock Holding History

Jacobsen Capital 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 		$280K Sell
1,788
-265
-13% -$46.6K 0.08% 93
2026
Q1 		$383K Buy
2,053
+323
+19% +$66.9K 0.13% 70
2025
Q4 		$458K Sell
1,730
-190
-10% -$47.2K 0.15% 59
2025
Q3 		$455K Buy
1,920
+163
+9% +$41.1K 0.15% 56
2025
Q2 		$479K Buy
1,757
+59
+3% +$15.8K 0.18% 53
2025
Q1 		$456K Buy
1,698
+52
+3% +$16.2K 0.2% 47
2024
Q4 		$550K Buy
1,646
+68
+4% +$21.7K 0.23% 41
2024
Q3 		$432K Buy
1,578
+176
+13% +$45.1K 0.18% 46
2024
Q2 		$360K Sell
1,402
-137
-9% -$36.7K 0.16% 52
2024
Q1 		$464K Buy
1,539
+5
+0.3% +$1.44K 0.22% 43
2023
Q4 		$404K Buy
1,534
+27
+2% +$6.11K 0.2% 45
2023
Q3 		$306K Buy
1,507
+3
+0.2% +$648 0.17% 55
2023
Q2 		$318K Buy
1,504
+230
+18% +$47K 0.16% 53
2023
Q1 		$255K Buy
+1,274
New +$215K 0.14% 62

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jacobsen Capital Management's CRM Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $46.6K and leaving 1,788 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #93.

Jacobsen Capital Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $550K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jacobsen Capital Management held 1,788 shares of Salesforce worth $280K as of Q2 2026.
  • Jacobsen Capital Management sold 265 Salesforce shares in Q2 2026, an estimated $46.6K.
  • Salesforce made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #93 holding.
  • Jacobsen Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Jacobsen Capital Management's Salesforce position peaked at $550K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.