Jackson, Grant Investment Advisers, Inc.
Position in CRM — Salesforce, Inc.
CIK 1650300
STAMFORD, CT
Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,749
-$6,357 QoQ
Shares Held
75
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,341
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $96,141 across 4 Software - Application names. CRM ranks #3 (12.2% of the industry book) .
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,749 | 75 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $18,106 | 97 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,828 | 22 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,214 | 22 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,999 | 22 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,903 | 22 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,355 | 22 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,021 | 22 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,656 | 22 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,625 | 22 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,789 | 22 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,461 | 22 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,647 | 22 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $311,656 | 1,560 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $203,923 | 1,538 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $221,225 | 1,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $253,831 | 1,538 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $351,389 | 1,655 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $420,585 | 1,655 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $448,869 | 1,655 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $404,266 | 1,655 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $414,205 | 1,955 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $147,982 | 665 | Shares | Sole | 2021-03-03 | |
| No filing history on record for this holder in this stock. | ||||||