Abel Hall LLC
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Abel Hall LLC’s Salesforce CRM Stock Holding History

Abel Hall LLC’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 		$320K Buy
+1,396
New +$288K 0.06% 417
2026
Q2 		– Sell
-2,464
Closed -$460K – 992
2026
Q1 		$460K Buy
2,464
+168
+7% +$34.8K 0.1% 220
2025
Q4 		$608K Buy
2,296
+1,367
+147% +$340K 0.14% 120
2025
Q3 		$220K Sell
929
-135
-13% -$34K 0.09% 248
2025
Q2 		$290K Buy
1,064
+148
+16% +$39.6K 0.13% 168
2025
Q1 		$246K Sell
916
-198
-18% -$61.6K 0.15% 132
2024
Q4 		$373K Buy
1,114
+77
+7% +$24.6K 0.24% 71
2024
Q3 		$284K Buy
1,037
+52
+5% +$13.3K 0.19% 94
2024
Q2 		$253K Sell
985
-16
-2% -$4.28K 0.18% 99
2024
Q1 		$301K Buy
1,001
+35
+4% +$10.1K 0.23% 79
2023
Q4 		$254K Buy
+966
New +$219K 0.22% 84

Other funds holding CRM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Abel Hall LLC's CRM Position: Q3 2026 in Review

Abel Hall LLC opened a new position in Salesforce (CRM) in Q3 2026: 1,396 shares worth $320K. The stake represents 0.06% of the portfolio and ranks #417 among its holdings. This is a return to the name: Abel Hall LLC previously reported a position in CRM as recently as Q1 2026.

Abel Hall LLC first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $608K in Q4 2025. 1,198 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Abel Hall LLC held 1,396 shares of Salesforce worth $320K as of Q3 2026.
  • Salesforce was a new Abel Hall LLC position in Q3 2026.
  • Salesforce made up 0.06% of Abel Hall LLC's portfolio in Q3 2026, its #417 holding.
  • Abel Hall LLC first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Abel Hall LLC's Salesforce position peaked at $608K in Q4 2025.
  • 1,198 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.