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Jones Kertz & Associates’s Salesforce CRM Stock Holding History

Jones Kertz & Associates’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 		$1.46M Sell
9,323
-1,050
-10% -$185K 0.67% 41
2026
Q1 		$1.94M Buy
10,373
+80
+0.8% +$16.6K 1.03% 28
2025
Q4 		$2.73M Buy
+10,293
New +$2.56M 1.4% 24

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Jones Kertz & Associates's CRM Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $185K and leaving 9,323 shares worth $1.46M. The position accounts for 0.67% of the portfolio, ranked #41.

Jones Kertz & Associates first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2025. 1,438 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Jones Kertz & Associates held 9,323 shares of Salesforce worth $1.46M as of Q2 2026.
  • Jones Kertz & Associates sold 1,050 Salesforce shares in Q2 2026, an estimated $185K.
  • Salesforce made up 0.67% of Jones Kertz & Associates's portfolio in Q2 2026, its #41 holding.
  • Jones Kertz & Associates first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Salesforce position peaked at $2.73M in Q4 2025.
  • 1,438 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.