JF
CRM icon

Jericho Financial’s Salesforce CRM Stock Holding History

Jericho Financial’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 		$4.28M Buy
22,943
+4,288
+23% +$888K 2.7% 20
2025
Q4 		$4.94M Buy
18,655
+14
+0.1% +$3.48K 2.98% 17
2025
Q3 		$4.42M Buy
18,641
+737
+4% +$186K 2.68% 19
2025
Q2 		$4.88M Sell
17,904
-83
-0.5% -$22.2K 3.22% 14
2025
Q1 		$4.83M Sell
17,987
-900
-5% -$280K 3.51% 14
2024
Q4 		$6.31M Buy
+18,887
New +$6.03M 4.57% 9

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

Jericho Financial's CRM Position: Q1 2026 in Review

Jericho Financial increased its Salesforce (CRM) stake by 23% in Q1 2026, buying an estimated $888K and bringing the position to 22,943 shares worth $4.28M. The position accounts for 2.7% of the portfolio, ranked #20.

Jericho Financial first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.31M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jericho Financial held 22,943 shares of Salesforce worth $4.28M as of Q1 2026.
  • Jericho Financial bought 4,288 Salesforce shares in Q1 2026, an estimated $888K.
  • Salesforce made up 2.7% of Jericho Financial's portfolio in Q1 2026, its #20 holding.
  • Jericho Financial first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Jericho Financial's Salesforce position peaked at $6.31M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jericho Financial's 13F filing for Q1 2026, filed 29 Apr 2026.