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 Q2	$191M	Buy	1,217,138 +191,970	+19%	+$33.8M	0.95%	14
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jupiter Asset Management's CRM Position: Q2 2026 in Review

Jupiter Asset Management increased its Salesforce (CRM) stake by 19% in Q2 2026, buying an estimated $33.8M and bringing the position to 1,217,138 shares worth $191M. The position accounts for 0.95% of the portfolio, ranked #14.

Jupiter Asset Management first reported a position in CRM in Q2 2020 and has held it in 17 quarters since. The position peaked at $191M in Q1 2026. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Jupiter Asset Management held 1,217,138 shares of Salesforce worth $191M as of Q2 2026.
Jupiter Asset Management bought 191,970 Salesforce shares in Q2 2026, an estimated $33.8M.
Salesforce made up 0.95% of Jupiter Asset Management's portfolio in Q2 2026, its #14 holding.
Jupiter Asset Management first reported a position in Salesforce in Q2 2020 and has held it in 17 quarters since.
Jupiter Asset Management's Salesforce position peaked at $191M in Q1 2026.
2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.