JFS Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $92.6K | Sell |
590
-233
| -28% | -$41K | ﹤0.01% | 448 |
|
|
2026
Q1 | $154K | Sell |
823
-37
| -4% | -$7.67K | 0.01% | 357 |
|
|
2025
Q4 | $228K | Sell |
860
-185
| -18% | -$46K | 0.01% | 302 |
|
|
2025
Q3 | $248K | Buy |
1,045
+493
| +89% | +$124K | 0.01% | 299 |
|
|
2025
Q2 | $150K | Buy |
552
+44
| +9% | +$11.8K | 0.01% | 323 |
|
|
2025
Q1 | $136K | Buy |
508
+26
| +5% | +$8.09K | 0.01% | 337 |
|
|
2024
Q4 | $161K | Sell |
482
-30
| -6% | -$9.57K | 0.01% | 312 |
|
|
2024
Q3 | $140K | Buy |
512
+110
| +27% | +$28.2K | 0.01% | 329 |
|
|
2024
Q2 | $103K | Sell |
402
-73
| -15% | -$19.5K | 0.01% | 304 |
|
|
2024
Q1 | $143K | Buy |
475
+122
| +35% | +$35.2K | 0.01% | 276 |
|
|
2023
Q4 | $92.9K | Buy |
353
+36
| +11% | +$8.15K | 0.01% | 317 |
|
|
2023
Q3 | $64.3K | Buy |
317
+9
| +3% | +$1.95K | 0.01% | 341 |
|
|
2023
Q2 | $65.1K | Sell |
308
-6
| -2% | -$1.23K | 0.01% | 338 |
|
|
2023
Q1 | $62.7K | Buy |
314
+36
| +13% | +$6.08K | 0.01% | 343 |
|
|
2022
Q4 | $36.9K | Sell |
278
-8
| -3% | -$1.17K | ﹤0.01% | 408 |
|
|
2022
Q3 | $41K | Sell |
286
-52
| -15% | -$8.82K | ﹤0.01% | 414 |
|
|
2022
Q2 | $56K | Buy |
338
+4
| +1% | +$707 | 0.01% | 375 |
|
|
2022
Q1 | $71K | Sell |
334
-179
| -35% | -$38.5K | 0.01% | 351 |
|
|
2021
Q4 | $130K | Hold |
513
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $139K | Buy |
513
+403
| +366% | +$102K | 0.01% | 260 |
|
|
2021
Q2 | $27K | Hold |
110
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $23K | Hold |
110
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $24K | Buy |
110
+67
| +156% | +$16.3K | 0.01% | 311 |
|
|
2020
Q3 | $11K | Buy |
43
+30
| +231% | +$6.57K | ﹤0.01% | 389 |
|
|
2020
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $2K | Sell |
13
-13
| -50% | -$2.23K | ﹤0.01% | 432 |
|
|
2019
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 416 |
|
|
2019
Q3 | $4K | Buy |
+26
| New | +$3.95K | ﹤0.01% | 415 |
|
|
2015
Q3 | – | Sell |
-258
| Closed | -$18K | – | 496 |
|
|
2015
Q2 | $18K | Sell |
258
-33
| -11% | -$2.35K | 0.01% | 293 |
|
|
2015
Q1 | $19K | Sell |
291
-133
| -31% | -$8.25K | 0.01% | 290 |
|
|
2014
Q4 | $25K | Buy |
424
+292
| +221% | +$17.2K | ﹤0.01% | 261 |
|
|
2014
Q3 | $8K | Sell |
132
-18
| -12% | -$1.01K | ﹤0.01% | 351 |
|
|
2014
Q2 | $9K | Buy |
+150
| New | +$8.1K | ﹤0.01% | 336 |
|
Other funds holding CRM
JFS Wealth Advisors's CRM Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Salesforce (CRM) stake by 28% in Q2 2026, selling an estimated $41K and leaving 590 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #448.
JFS Wealth Advisors first reported a position in CRM in Q2 2014 and has held it in 33 quarters since. The position peaked at $248K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- JFS Wealth Advisors held 590 shares of Salesforce worth $92.6K as of Q2 2026.
- JFS Wealth Advisors sold 233 Salesforce shares in Q2 2026, an estimated $41K.
- Salesforce made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #448 holding.
- JFS Wealth Advisors first reported a position in Salesforce in Q2 2014 and has held it in 33 quarters since.
- JFS Wealth Advisors's Salesforce position peaked at $248K in Q3 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.