SEC 13F Intelligence

Jones Financial Companies Lllp / CRM

Jones Financial Companies Lllp’s Salesforce Inc Position

Does Jones Financial Companies Lllp own Salesforce Inc (CRM)? Yes915.1K shares worth $165M (+0.08% of its 13F portfolio) as of Q1 2026, up from 527.0K shares the prior filed quarter.

Position Value
$165M
Q1 2026
Shares
915.1K
% of Portfolio
+0.08%
Quarters Held
23
currently held

Position History CRM

Reported value by quarter
Q3 ’20: $8MQ3 ’20Q4 ’20: $10MQ1 ’21: $11MQ2 ’21: $14MQ2 ’21Q3 ’21: $16MQ4 ’21: $15MQ1 ’22: $13MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $8MQ4 ’22Q1 ’23: $13MQ2 ’23: $12MQ3 ’23: $11MQ3 ’23Q4 ’23: $15MQ1 ’24: $19MQ2 ’24: $33MQ2 ’24Q3 ’24: $56MQ4 ’24: $88MQ1 ’25: $93MQ1 ’25Q2 ’25: $111MQ3 ’25: $113MQ4 ’25: $140MQ4 ’25Q1 ’26: $165Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026915.1K$165M+0.08%
Q4 2025527.0K$140M+0.09%
Q3 2025467.6K$113M+0.08%
Q2 2025406.3K$111M+0.08%
Q1 2025344.9K$93M+0.08%
Q4 2024263.0K$88M+0.08%
Q3 2024202.0K$56M+0.06%
Q2 2024127.2K$33M+0.04%
Q1 202464.2K$19M+0.03%
Q4 202355.4K$15M+0.02%
Q3 202355.1K$11M+0.02%
Q2 202358.4K$12M+0.02%
Q1 202364.5K$13M+0.02%
Q4 202261.8K$8M+0.01%
Q3 202261.4K$9M+0.02%
Q2 202261.6K$10M+0.02%
Q1 202262.1K$13M+0.02%
Q4 202159.6K$15M+0.02%
Q3 202159.2K$16M+0.02%
Q2 202157.9K$14M+0.02%
Q1 202152.7K$11M+0.02%
Q4 202043.2K$10M+0.02%
Q3 202032.0K$8M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of CRM.