Jaffetilchin Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $598K | Sell |
3,204
-3,388
| -51% | -$702K | 0.04% | 246 |
|
|
2025
Q4 | $1.75M | Buy |
6,592
+515
| +8% | +$128K | 0.1% | 134 |
|
|
2025
Q3 | $1.44M | Buy |
6,077
+268
| +5% | +$67.6K | 0.09% | 149 |
|
|
2025
Q2 | $1.58M | Buy |
5,809
+1,375
| +31% | +$368K | 0.1% | 130 |
|
|
2025
Q1 | $1.19M | Buy |
4,434
+45
| +1% | +$14K | 0.09% | 161 |
|
|
2024
Q4 | $1.47M | Buy |
4,389
+261
| +6% | +$83.3K | 0.11% | 126 |
|
|
2024
Q3 | $1.13M | Buy |
4,128
+289
| +8% | +$74K | 0.09% | 137 |
|
|
2024
Q2 | $987K | Buy |
3,839
+230
| +6% | +$61.5K | 0.08% | 133 |
|
|
2024
Q1 | $1.09M | Buy |
3,609
+1,258
| +54% | +$363K | 0.1% | 126 |
|
|
2023
Q4 | $619K | Sell |
2,351
-126
| -5% | -$28.5K | 0.06% | 188 |
|
|
2023
Q3 | $502K | Sell |
2,477
-65
| -3% | -$14K | 0.06% | 195 |
|
|
2023
Q2 | $537K | Buy |
2,542
+244
| +11% | +$49.8K | 0.06% | 194 |
|
|
2023
Q1 | $459K | Buy |
2,298
+31
| +1% | +$5.24K | 0.05% | 215 |
|
|
2022
Q4 | $301K | Sell |
2,267
-357
| -14% | -$52.1K | 0.04% | 274 |
|
|
2022
Q3 | $377K | Sell |
2,624
-337
| -11% | -$57.1K | 0.05% | 221 |
|
|
2022
Q2 | $489K | Buy |
2,961
+42
| +1% | +$7.42K | 0.06% | 184 |
|
|
2022
Q1 | $468K | Sell |
2,919
-765
| -21% | -$165K | 0.06% | 192 |
|
|
2021
Q4 | $936K | Sell |
3,684
-315
| -8% | -$88.5K | 0.09% | 146 |
|
|
2021
Q3 | $1.08M | Sell |
3,999
-4,668
| -54% | -$1.19M | 0.12% | 124 |
|
|
2021
Q2 | $2.02M | Buy |
8,667
+4,697
| +118% | +$1.08M | 0.14% | 115 |
|
|
2021
Q1 | $841K | Sell |
3,970
-698
| -15% | -$155K | 0.1% | 147 |
|
|
2020
Q4 | $1.04M | Buy |
4,668
+2,954
| +172% | +$718K | 0.15% | 103 |
|
|
2020
Q3 | $431K | Buy |
+1,714
| New | +$375K | 0.08% | 151 |
|
|
2018
Q4 | – | Sell |
-8,994
| Closed | -$1.43M | – | 278 |
|
|
2018
Q3 | $1.43M | Sell |
8,994
-366
| -4% | -$54.3K | 0.3% | 57 |
|
|
2018
Q2 | $1.28M | Buy |
9,360
+1,152
| +14% | +$147K | 0.28% | 61 |
|
|
2018
Q1 | $955K | Buy |
8,208
+3,999
| +95% | +$459K | 0.21% | 72 |
|
|
2017
Q4 | $430K | Sell |
4,209
-21
| -0.5% | -$2.14K | 0.14% | 133 |
|
|
2017
Q3 | $395K | Buy |
+4,230
| New | +$389K | 0.09% | 199 |
|
|
2016
Q4 | – | Sell |
-6,400
| Closed | -$457K | – | 257 |
|
|
2016
Q3 | $457K | Buy |
6,400
+2,110
| +49% | +$165K | 0.15% | 115 |
|
|
2016
Q2 | $341K | Buy |
+4,290
| New | +$337K | 0.1% | 163 |
|
|
2016
Q1 | – | Sell |
-4,547
| Closed | -$356K | – | 192 |
|
|
2015
Q4 | $356K | Sell |
4,547
-307
| -6% | -$24K | 0.12% | 125 |
|
|
2015
Q3 | $337K | Sell |
4,854
-1,885
| -28% | -$134K | 0.13% | 122 |
|
|
2015
Q2 | $469K | Buy |
+6,739
| New | +$480K | 0.14% | 123 |
|
Other funds holding CRM
VCM
VPM
Jaffetilchin Investment Partners's CRM Position: Q1 2026 in Review
Jaffetilchin Investment Partners reduced its Salesforce (CRM) stake by 51% in Q1 2026, selling an estimated $702K and leaving 3,204 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #246.
Jaffetilchin Investment Partners first reported a position in CRM in Q2 2015 and has held it in 33 quarters since. The position peaked at $2.02M in Q2 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Jaffetilchin Investment Partners held 3,204 shares of Salesforce worth $598K as of Q1 2026.
- Jaffetilchin Investment Partners sold 3,388 Salesforce shares in Q1 2026, an estimated $702K.
- Salesforce made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #246 holding.
- Jaffetilchin Investment Partners first reported a position in Salesforce in Q2 2015 and has held it in 33 quarters since.
- Jaffetilchin Investment Partners's Salesforce position peaked at $2.02M in Q2 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.