JF
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JSF Financial’s Salesforce CRM Stock Holding History

JSF Financial’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 		$440K Buy
2,807
+1,163
+71% +$205K 0.07% 99
2026
Q1 		$307K Sell
1,644
-232
-12% -$48.1K 0.06% 103
2025
Q4 		$497K Buy
1,876
+139
+8% +$34.5K 0.1% 88
2025
Q3 		$412K Buy
1,737
+2
+0.1% +$504 0.09% 92
2025
Q2 		$473K Buy
1,735
+158
+10% +$42.2K 0.11% 86
2025
Q1 		$423K Buy
1,577
+5
+0.3% +$1.55K 0.11% 84
2024
Q4 		$526K Buy
1,572
+373
+31% +$119K 0.14% 79
2024
Q3 		$328K Sell
1,199
-6
-0.5% -$1.54K 0.1% 88
2024
Q2 		$310K Hold
1,205
– – 0.09% 90
2024
Q1 		$363K Hold
1,205
– – 0.11% 82
2023
Q4 		$317K Buy
1,205
+6
+0.5% +$1.36K 0.11% 82
2023
Q3 		$243K Sell
1,199
-24
-2% -$5.19K 0.09% 90
2023
Q2 		$258K Buy
1,223
+20
+2% +$4.08K 0.09% 89
2023
Q1 		$240K Buy
+1,203
New +$203K 0.09% 104
2022
Q3 		– Sell
-1,230
Closed -$203K – 105
2022
Q2 		$203K Buy
1,230
+107
+10% +$18.9K 0.09% 93
2022
Q1 		$238K Buy
1,123
+6
+0.5% +$1.29K 0.1% 97
2021
Q4 		$284K Sell
1,117
-799
-42% -$225K 0.14% 84
2021
Q3 		$520K Buy
1,916
+717
+60% +$182K 0.26% 41
2021
Q2 		$293K Sell
1,199
-280
-19% -$64.5K 0.17% 73
2021
Q1 		$313K Buy
1,479
+56
+4% +$12.5K 0.2% 55
2020
Q4 		$317K Buy
1,423
+30
+2% +$7.3K 0.22% 51
2020
Q3 		$350K Buy
1,393
+50
+4% +$10.9K 0.27% 45
2020
Q2 		$252K Buy
+1,343
New +$226K 0.22% 51
2020
Q1 		– Sell
-1,343
Closed -$218K – 62
2019
Q4 		$218K Buy
+1,343
New +$211K 0.22% 59
2019
Q3 		– Sell
-1,343
Closed -$204K – 63
2019
Q2 		$204K Hold
1,343
– – 0.22% 58
2019
Q1 		$213K Buy
+1,343
New +$208K 0.24% 54

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JSF Financial's CRM Position: Q2 2026 in Review

JSF Financial increased its Salesforce (CRM) stake by 71% in Q2 2026, buying an estimated $205K and bringing the position to 2,807 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #99.

JSF Financial first reported a position in CRM in Q1 2019 and has held it in 26 quarters since. The position peaked at $526K in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JSF Financial held 2,807 shares of Salesforce worth $440K as of Q2 2026.
  • JSF Financial bought 1,163 Salesforce shares in Q2 2026, an estimated $205K.
  • Salesforce made up 0.07% of JSF Financial's portfolio in Q2 2026, its #99 holding.
  • JSF Financial first reported a position in Salesforce in Q1 2019 and has held it in 26 quarters since.
  • JSF Financial's Salesforce position peaked at $526K in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.