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Jupiter Asset Management’s Salesforce CRM Stock Holding History

Jupiter Asset Management’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 		$191M Buy
1,025,168
+940,809
+1,115% +$195M 1.02% 10
2025
Q4 		$22.3M Sell
84,359
-341,020
-80% -$84.7M 0.18% 150
2025
Q3 		$101M Sell
425,379
-10,915
-3% -$2.75M 0.87% 22
2025
Q2 		$119M Buy
436,294
+276,079
+172% +$73.8M 0.99% 12
2025
Q1 		$43M Sell
160,215
-34,153
-18% -$10.6M 0.41% 87
2024
Q4 		$65M Buy
194,368
+128,999
+197% +$41.2M 0.63% 37
2024
Q3 		$17.9M Buy
+65,369
New +$16.7M 0.16% 173
2024
Q1 		– Sell
-17,675
Closed -$4.65M – 447
2023
Q4 		$4.65M Sell
17,675
-73,483
-81% -$16.6M 0.05% 261
2023
Q3 		$18.5M Hold
91,158
– – 0.2% 144
2023
Q2 		$19.3M Buy
+91,158
New +$18.6M 0.21% 139
2022
Q2 		– Sell
-30,215
Closed -$6.42M – 580
2022
Q1 		$6.42M Buy
30,215
+1,367
+5% +$294K 0.08% 226
2021
Q4 		$7.36M Buy
+28,848
New +$8.11M 0.08% 230
2021
Q2 		– Sell
-170,364
Closed -$36.1M – 603
2021
Q1 		$36.1M Buy
170,364
+34,294
+25% +$7.63M 0.36% 78
2020
Q4 		$30.2M Buy
136,070
+47,664
+54% +$11.6M 0.3% 91
2020
Q3 		$22.2M Buy
88,406
+65,897
+293% +$14.4M 0.23% 115
2020
Q2 		$4.22M Buy
+22,509
New +$3.79M 0.14% 145

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

Jupiter Asset Management's CRM Position: Q1 2026 in Review

Jupiter Asset Management increased its Salesforce (CRM) stake by 1,115% in Q1 2026, buying an estimated $195M and bringing the position to 1,025,168 shares worth $191M. The position accounts for 1.02% of the portfolio, ranked #10.

Jupiter Asset Management first reported a position in CRM in Q2 2020 and has held it in 16 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Jupiter Asset Management held 1,025,168 shares of Salesforce worth $191M as of Q1 2026.
  • Jupiter Asset Management bought 940,809 Salesforce shares in Q1 2026, an estimated $195M.
  • Salesforce made up 1.02% of Jupiter Asset Management's portfolio in Q1 2026, its #10 holding.
  • Jupiter Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 16 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.