JFA
CRM icon

JNBA Financial Advisors’s Salesforce CRM Stock Holding History

JNBA Financial Advisors’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 		$406K Sell
2,593
-1,512
-37% -$266K 0.03% 154
2026
Q1 		$766K Sell
4,105
-181
-4% -$37.5K 0.06% 116
2025
Q4 		$1.14M Hold
4,286
– – 0.1% 90
2025
Q3 		$1.02M Sell
4,286
-16
-0.4% -$4.04K 0.09% 93
2025
Q2 		$1.17M Sell
4,302
-25
-0.6% -$6.68K 0.11% 83
2025
Q1 		$1.16M Buy
4,327
+2,564
+145% +$797K 0.12% 82
2024
Q4 		$589K Buy
1,763
+201
+13% +$64.1K 0.06% 121
2024
Q3 		$428K Sell
1,562
-35
-2% -$8.96K 0.04% 137
2024
Q2 		$411K Hold
1,597
– – 0.04% 139
2024
Q1 		$481K Sell
1,597
-235
-13% -$67.8K 0.05% 135
2023
Q4 		$482K Buy
1,832
+164
+10% +$37.1K 0.05% 139
2023
Q3 		$338K Buy
1,668
+135
+9% +$29.2K 0.04% 154
2023
Q2 		$324K Hold
1,533
– – 0.04% 163
2023
Q1 		$306K Sell
1,533
-3
-0.2% -$507 0.04% 164
2022
Q4 		$204K Sell
1,536
-100
-6% -$14.6K 0.03% 183
2022
Q3 		$235K Sell
1,636
-163
-9% -$27.6K 0.04% 171
2022
Q2 		$297K Buy
1,799
+87
+5% +$15.4K 0.05% 152
2022
Q1 		$363K Buy
1,712
+35
+2% +$7.53K 0.05% 144
2021
Q4 		$426K Sell
1,677
-77
-4% -$21.6K 0.05% 141
2021
Q3 		$476K Buy
1,754
+141
+9% +$35.8K 0.06% 127
2021
Q2 		$394K Buy
1,613
+175
+12% +$40.3K 0.05% 139
2021
Q1 		$305K Buy
1,438
+37
+3% +$8.24K 0.04% 156
2020
Q4 		$312K Hold
1,401
– – 0.05% 141
2020
Q3 		$352K Sell
1,401
-46
-3% -$10.1K 0.07% 113
2020
Q2 		$271K Buy
1,447
+129
+10% +$21.7K 0.06% 126
2020
Q1 		$190K Buy
1,318
+146
+12% +$25K 0.05% 146
2019
Q4 		$191K Buy
1,172
+99
+9% +$15.5K 0.04% 149
2019
Q3 		$159K Buy
1,073
+40
+4% +$6.08K 0.03% 154
2019
Q2 		$157K Sell
1,033
-981
-49% -$154K 0.03% 158
2019
Q1 		$319K Buy
2,014
+881
+78% +$137K 0.07% 114
2018
Q4 		$155K Buy
1,133
+273
+32% +$37.6K 0.04% 140
2018
Q3 		$137K Sell
860
-968
-53% -$144K 0.06% 159
2018
Q2 		$249K Hold
1,828
– – 0.05% 119
2018
Q1 		$213K Hold
1,828
– – 0.05% 123
2017
Q4 		$187K Hold
1,828
– – 0.04% 130
2017
Q3 		$171K Hold
1,828
– – 0.04% 130
2017
Q2 		$158K Hold
1,828
– – 0.04% 132
2017
Q1 		$151K Hold
1,828
– – 0.04% 139
2016
Q4 		$125K Buy
1,828
+155
+9% +$11.2K 0.03% 148
2016
Q3 		$119K Buy
+1,673
New +$130K 0.02% 318

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JNBA Financial Advisors's CRM Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $266K and leaving 2,593 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #154.

JNBA Financial Advisors first reported a position in CRM in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.17M in Q2 2025. 822 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JNBA Financial Advisors held 2,593 shares of Salesforce worth $406K as of Q2 2026.
  • JNBA Financial Advisors sold 1,512 Salesforce shares in Q2 2026, an estimated $266K.
  • Salesforce made up 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • JNBA Financial Advisors first reported a position in Salesforce in Q3 2016 and has held it in 40 quarters since.
  • JNBA Financial Advisors's Salesforce position peaked at $1.17M in Q2 2025.
  • 822 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.