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JTC Employer Solutions Trustee’s Salesforce CRM Stock Holding History

JTC Employer Solutions Trustee’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 		$75K Buy
+476
New +$83.7K 0.01% 222
2023
Q1 		– Sell
-4,665
Closed -$619K – 378
2022
Q4 		$619K Hold
4,665
– – 0.05% 72
2022
Q3 		$1.05M Hold
4,665
– – 0.18% 46
2022
Q2 		$1.05M Hold
4,665
– – 0.14% 43
2022
Q1 		$1.05M Buy
+4,665
New +$1M 0.12% 46

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

JTC Employer Solutions Trustee's CRM Position: Q2 2026 in Review

JTC Employer Solutions Trustee opened a new position in Salesforce (CRM) in Q2 2026: 476 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: JTC Employer Solutions Trustee previously reported a position in CRM as recently as Q4 2022.

JTC Employer Solutions Trustee first reported a position in CRM in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.05M in Q3 2022. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • JTC Employer Solutions Trustee held 476 shares of Salesforce worth $75K as of Q2 2026.
  • Salesforce was a new JTC Employer Solutions Trustee position in Q2 2026.
  • Salesforce made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #222 holding.
  • JTC Employer Solutions Trustee first reported a position in Salesforce in Q1 2022 and has held it in 5 quarters since.
  • JTC Employer Solutions Trustee's Salesforce position peaked at $1.05M in Q3 2022.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.