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JB Capital’s Salesforce CRM Stock Holding History

JB Capital’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 		– Sell
-1,108
Closed -$207K – 284
2026
Q1 		$207K Sell
1,108
-11
-1% -$2.28K 0.01% 250
2025
Q4 		$297K Sell
1,119
-403
-26% -$100K 0.01% 214
2025
Q3 		$361K Sell
1,522
-32
-2% -$8.07K 0.02% 198
2025
Q2 		$424K Sell
1,554
-2
-0.1% -$535 0.02% 175
2025
Q1 		$417K Buy
1,556
+13
+0.8% +$4.04K 0.02% 165
2024
Q4 		$516K Sell
1,543
-173
-10% -$55.2K 0.03% 149
2024
Q3 		$470K Sell
1,716
-815
-32% -$209K 0.03% 158
2024
Q2 		$651K Buy
2,531
+400
+19% +$107K 0.04% 134
2024
Q1 		$642K Buy
2,131
+158
+8% +$45.6K 0.04% 125
2023
Q4 		$519K Buy
1,973
+330
+20% +$74.7K 0.04% 132
2023
Q3 		$333K Buy
1,643
+559
+52% +$121K 0.03% 142
2023
Q2 		$229K Buy
1,084
+70
+7% +$14.3K 0.02% 159
2023
Q1 		$203K Buy
+1,014
New +$171K 0.02% 161
2022
Q3 		– Sell
-3,089
Closed -$510K – 175
2022
Q2 		$510K Sell
3,089
-100
-3% -$17.7K 0.05% 154
2022
Q1 		$678K Buy
3,189
+1,455
+84% +$313K 0.07% 140
2021
Q4 		$441K Sell
1,734
-857
-33% -$241K 0.04% 175
2021
Q3 		$703K Buy
+2,591
New +$658K 0.09% 138

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

JB Capital's CRM Position: Q2 2026 in Review

JB Capital sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,108 shares — an estimated $207K sold.

JB Capital first reported a position in CRM in Q3 2021 and held it in 17 quarters. The position peaked at $703K in Q3 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JB Capital reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • JB Capital sold 1,108 Salesforce shares in Q2 2026, an estimated $207K.
  • JB Capital first reported a position in Salesforce in Q3 2021 and held it in 17 quarters.
  • JB Capital's Salesforce position peaked at $703K in Q3 2021.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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