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 Q3	$5.92M	Buy	25,804 +360	+1%	+$74.3K	2.93%	19
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jericho Financial's CRM Position: Q3 2026 in Review

Jericho Financial increased its Salesforce (CRM) stake by 1.4% in Q3 2026, buying an estimated $74.3K and bringing the position to 25,804 shares worth $5.92M. The position accounts for 2.93% of the portfolio, ranked #19.

Jericho Financial first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.31M in Q4 2024. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Jericho Financial held 25,804 shares of Salesforce worth $5.92M as of Q3 2026.
Jericho Financial bought 360 Salesforce shares in Q3 2026, an estimated $74.3K.
Salesforce made up 2.93% of Jericho Financial's portfolio in Q3 2026, its #19 holding.
Jericho Financial first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
Jericho Financial's Salesforce position peaked at $6.31M in Q4 2024.
1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Jericho Financial's 13F filing for Q3 2026, filed 13 Oct 2026.