JAM
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JCIC Asset Management’s Salesforce CRM Stock Holding History

JCIC Asset 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 		$80.3K Hold
430
– – 0.02% 75
2026
Q1 		$80.3K Buy
430
+90
+26% +$18.6K 0.02% 75
2025
Q4 		$90.1K Hold
340
– – 0.03% 68
2025
Q3 		$80.6K Buy
+340
New +$85.8K 0.03% 68
2025
Q1 		$93.1K Hold
347
– – 0.04% 65
2024
Q4 		$116K Buy
347
+7
+2% +$2.23K 0.05% 55
2024
Q3 		$93.1K Buy
340
+26
+8% +$6.66K 0.04% 57
2024
Q2 		$80.7K Buy
314
+50
+19% +$13.4K 0.03% 57
2024
Q1 		$79.5K Buy
264
+40
+18% +$11.5K 0.03% 61
2023
Q4 		$58.9K Hold
224
– – 0.03% 64
2023
Q3 		$45.4K Hold
224
– – 0.02% 68
2023
Q2 		$47.3K Hold
224
– – 0.02% 72
2023
Q1 		$44.8K Hold
224
– – 0.02% 68
2022
Q4 		$30K Hold
224
– – 0.01% 79
2022
Q3 		$36K Sell
224
-151
-40% -$25.6K 0.02% 75
2022
Q2 		$62K Sell
375
-12
-3% -$2.12K 0.03% 60
2022
Q1 		$82K Hold
387
– – 0.03% 73
2021
Q4 		$98K Hold
387
– – 0.03% 65
2021
Q3 		$105K Hold
387
– – 0.03% 66
2021
Q2 		$117K Hold
387
– – 0.03% 70
2021
Q1 		$82K Buy
387
+99
+34% +$22K 0.03% 69
2020
Q4 		$64K Buy
288
+153
+113% +$37.2K 0.03% 69
2020
Q3 		$34K Buy
135
+20
+17% +$4.38K 0.02% 71
2020
Q2 		$22K Buy
115
+35
+44% +$5.9K 0.01% 74
2020
Q1 		$12K Buy
+80
New +$13.7K 0.01% 79

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JCIC Asset Management's CRM Position: Q2 2026 in Review

JCIC Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 430 shares worth $80.3K. The position accounts for 0.02% of the portfolio, ranked #75.

JCIC Asset Management first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $117K in Q2 2021. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JCIC Asset Management held 430 shares of Salesforce worth $80.3K as of Q2 2026.
  • JCIC Asset Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of JCIC Asset Management's portfolio in Q2 2026, its #75 holding.
  • JCIC Asset Management first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • JCIC Asset Management's Salesforce position peaked at $117K in Q2 2021.
  • 528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.