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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
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 $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

JB Capital's CRM Position: Q1 2026 in Review

JB Capital reduced its Salesforce (CRM) stake by 0.98% in Q1 2026, selling an estimated $2.28K and leaving 1,108 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #250.

JB Capital first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $703K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • JB Capital held 1,108 shares of Salesforce worth $207K as of Q1 2026.
  • JB Capital sold 11 Salesforce shares in Q1 2026, an estimated $2.28K.
  • Salesforce made up 0.01% of JB Capital's portfolio in Q1 2026, its #250 holding.
  • JB Capital first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
  • JB Capital's Salesforce position peaked at $703K in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.