JONES FINANCIAL COMPANIES LLLP

Position in CRM — Salesforce, Inc.

CIK 815917 DES PERES, MO

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$170,816,489

+$31,208,391 QoQ

Shares Held

915,072

+73.6% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 98.63387948283908.ToString("F0")% Shared 0.ToString("F0")% None 1.3661205171609259.ToString("F0")%

Technology · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $992,398,795 across 135 Software - Application names. CRM ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	1,856,285	$194,074,596
2	CRM	Salesforce, Inc. This page	915,072	$170,816,489
3	SHOP	Shopify Inc.	749,537	$88,910,078
4	INTU	Intuit Inc.	157,218	$67,977,918
5	UBER	Uber Technologies, Inc	914,712	$65,795,233
6	ADP	Automatic Data Processing Inc	227,919	$46,308,582
7	TYL	Tyler Technologies Inc	125,215	$42,871,111
8	ADBE	Adobe Inc.	156,154	$37,957,913

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$170,816,489	915,072	+73.6%	Shares	Sole	2026-05-15
2025-12-31	$139,608,098	527,002	+12.7%	Shares	Sole	2026-02-17
2025-09-30	$110,809,587	467,551	+15.1%	Shares	Sole	2025-11-04
2025-06-30	$110,788,765	406,281	+17.8%	Shares	Sole	2025-08-13
2025-03-31	$92,553,874	344,887	+31.2%	Shares	Sole	2025-05-28
2024-12-31	$87,919,094	262,971	+30.2%	Shares	Sole	2025-02-06
2024-09-30	$55,300,367	202,040	+58.8%	Shares	Sole	2024-11-12
2024-06-30	$32,709,033	127,223	+98.1%	Shares	Sole	2024-08-14
2024-03-31	$19,341,478	64,219	+15.9%	Shares	Sole	2024-05-14
2023-12-31	$14,584,797	55,426	+0.6%	Shares	Sole	2024-02-13
2023-09-30	$11,166,891	55,069	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$12,338,006	58,402	-9.5%	Shares	Sole	2023-08-09
2023-03-31	$12,894,200	64,542	+4.4%	Shares	Defined	2023-05-11
2022-12-31	$8,197,111	61,823	+0.6%	Shares	Defined	2023-02-13
2022-09-30	$8,836,090	61,430	-0.3%	Shares	Defined	2022-11-03
2022-06-30	$10,166,133	61,598	-0.8%	Shares	Defined	2022-08-08
2022-03-31	$13,177,428	62,064	+4.1%	Shares	Sole	2022-05-02
2021-12-31	$15,153,009	59,627	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$16,057,037	59,203	+2.2%	Shares	Sole	2021-11-12
2021-06-30	$14,151,538	57,934	+9.9%	Shares	Sole	2021-08-12
2021-03-31	$11,164,277	52,694	+22.0%	Shares	Sole	2021-04-30
2020-12-31	$9,615,076	43,208	+34.8%	Shares	Sole	2021-02-08
2020-09-30	$8,054,805	32,050	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.