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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jacobsen Capital Management's CRM Position: Q1 2026 in Review

Jacobsen Capital Management increased its Salesforce (CRM) stake by 19% in Q1 2026, buying an estimated $66.9K and bringing the position to 2,053 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #70.

Jacobsen Capital Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $550K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jacobsen Capital Management held 2,053 shares of Salesforce worth $383K as of Q1 2026.
  • Jacobsen Capital Management bought 323 Salesforce shares in Q1 2026, an estimated $66.9K.
  • Salesforce made up 0.13% of Jacobsen Capital Management's portfolio in Q1 2026, its #70 holding.
  • Jacobsen Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Jacobsen Capital Management's Salesforce position peaked at $550K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.