JF
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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
Q2 		$3.99M Buy
25,444
+2,501
+11% +$440K 2.07% 24
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 $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 $3.37T AUM 44.26% 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

Jericho Financial's CRM Position: Q2 2026 in Review

Jericho Financial increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $440K and bringing the position to 25,444 shares worth $3.99M. The position accounts for 2.07% of the portfolio, ranked #24.

Jericho Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.31M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jericho Financial held 25,444 shares of Salesforce worth $3.99M as of Q2 2026.
  • Jericho Financial bought 2,501 Salesforce shares in Q2 2026, an estimated $440K.
  • Salesforce made up 2.07% of Jericho Financial's portfolio in Q2 2026, its #24 holding.
  • Jericho Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Jericho Financial's Salesforce position peaked at $6.31M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jericho Financial's 13F filing for Q2 2026, filed 13 Aug 2026.