JM2 Capital
CRM icon

JM2 Capital’s Salesforce CRM Stock Holding History

JM2 Capital’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 		$277K Sell
1,205
-245
-17% -$50.5K 0.18% 101
2026
Q2 		$227K Sell
1,450
-256
-15% -$45K 0.16% 111
2026
Q1 		$318K Buy
1,706
+40
+2% +$8.29K 0.26% 86
2025
Q4 		$441K Buy
+1,666
New +$414K 0.35% 73

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JM2 Capital's CRM Position: Q3 2026 in Review

JM2 Capital reduced its Salesforce (CRM) stake by 17% in Q3 2026, selling an estimated $50.5K and leaving 1,205 shares worth $277K. The position accounts for 0.18% of the portfolio, ranked #101.

JM2 Capital first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $441K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • JM2 Capital held 1,205 shares of Salesforce worth $277K as of Q3 2026.
  • JM2 Capital sold 245 Salesforce shares in Q3 2026, an estimated $50.5K.
  • Salesforce made up 0.18% of JM2 Capital's portfolio in Q3 2026, its #101 holding.
  • JM2 Capital first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Salesforce position peaked at $441K in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.