Jones Financial Companies
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Jones Financial Companies’s Salesforce CRM Stock Holding History

Jones Financial Companies’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
Q1 		$165M Buy
915,072
+388,070
+74% +$80.4M 0.08% 125
2025
Q4 		$140M Buy
527,002
+59,451
+13% +$14.8M 0.09% 79
2025
Q3 		$113M Buy
467,551
+61,270
+15% +$15.5M 0.08% 82
2025
Q2 		$111M Buy
406,281
+61,394
+18% +$16.4M 0.08% 74
2025
Q1 		$93M Buy
344,887
+81,916
+31% +$25.5M 0.08% 70
2024
Q4 		$87.9M Buy
262,971
+60,931
+30% +$19.4M 0.08% 66
2024
Q3 		$55.7M Buy
202,040
+74,817
+59% +$19.2M 0.06% 72
2024
Q2 		$32.7M Buy
127,223
+63,004
+98% +$16.9M 0.04% 73
2024
Q1 		$19.3M Buy
64,219
+8,793
+16% +$2.54M 0.03% 79
2023
Q4 		$14.6M Buy
55,426
+357
+0.6% +$80.8K 0.02% 82
2023
Q3 		$11.2M Sell
55,069
-3,333
-6% -$720K 0.02% 86
2023
Q2 		$12.3M Sell
58,402
-6,140
-10% -$1.25M 0.02% 82
2023
Q1 		$12.9M Buy
64,542
+2,719
+4% +$459K 0.02% 81
2022
Q4 		$8.2M Buy
61,823
+393
+0.6% +$57.3K 0.01% 105
2022
Q3 		$8.84M Sell
61,430
-168
-0.3% -$28.5K 0.02% 88
2022
Q2 		$10.2M Sell
61,598
-466
-0.8% -$82.3K 0.02% 84
2022
Q1 		$13.2M Buy
62,064
+2,437
+4% +$524K 0.02% 83
2021
Q4 		$15.2M Buy
59,627
+424
+0.7% +$119K 0.02% 75
2021
Q3 		$16.1M Buy
59,203
+1,269
+2% +$322K 0.02% 71
2021
Q2 		$14.2M Buy
57,934
+5,240
+10% +$1.21M 0.02% 78
2021
Q1 		$11.2M Buy
52,694
+9,486
+22% +$2.11M 0.02% 88
2020
Q4 		$9.62M Buy
43,208
+11,158
+35% +$2.71M 0.02% 94
2020
Q3 		$8.05M Buy
+32,050
New +$7.02M 0.02% 94

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jones Financial Companies's CRM Position: Q1 2026 in Review

Jones Financial Companies increased its Salesforce (CRM) stake by 74% in Q1 2026, buying an estimated $80.4M and bringing the position to 915,072 shares worth $165M. The position accounts for 0.08% of the portfolio, ranked #125.

Jones Financial Companies first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jones Financial Companies held 915,072 shares of Salesforce worth $165M as of Q1 2026.
  • Jones Financial Companies bought 388,070 Salesforce shares in Q1 2026, an estimated $80.4M.
  • Salesforce made up 0.08% of Jones Financial Companies's portfolio in Q1 2026, its #125 holding.
  • Jones Financial Companies first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.