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MJT & Associates Financial Advisory’s Salesforce CRM Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$7.58K Sell
33
-13
-28% -$2.68K ﹤0.01% 223
2026
Q2 		$7.21K Hold
46
– – ﹤0.01% 241
2026
Q1 		$8.59K Hold
46
– – 0.01% 196
2025
Q4 		$12.2K Hold
46
– – 0.01% 166
2025
Q3 		$10.9K Hold
46
– – 0.01% 184
2025
Q2 		$12.5K Hold
46
– – 0.02% 192
2025
Q1 		$12.3K Buy
+46
New +$14.3K 0.01% 192

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

MJT & Associates Financial Advisory's CRM Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Salesforce (CRM) stake by 28% in Q3 2026, selling an estimated $2.68K and leaving 33 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

MJT & Associates Financial Advisory first reported a position in CRM in Q1 2025 and has held it in 7 quarters since. The position peaked at $12.5K in Q2 2025. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • MJT & Associates Financial Advisory held 33 shares of Salesforce worth $7.58K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 13 Salesforce shares in Q3 2026, an estimated $2.68K.
  • Salesforce made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #223 holding.
  • MJT & Associates Financial Advisory first reported a position in Salesforce in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Salesforce position peaked at $12.5K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.