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H&H Retirement Design & Management’s Salesforce CRM Stock Holding History

H&H Retirement Design & Management’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
Q2 		$456K Buy
2,421
+129
+6% +$22.7K 0.21% 61
2026
Q1 		$421K Buy
+2,292
New +$475K 0.2% 66
2025
Q4 		– Sell
-2,376
Closed -$574K – 79
2025
Q3 		$574K Buy
2,376
+509
+27% +$128K 0.31% 52
2025
Q2 		$490K Buy
1,867
+27
+1% +$7.22K 0.27% 54
2025
Q1 		$435K Buy
1,840
+2
+0.1% +$622 0.29% 50
2024
Q4 		$569K Sell
1,838
-197
-10% -$62.9K 0.35% 49
2024
Q3 		$587K Buy
2,035
+489
+32% +$125K 0.35% 51
2024
Q2 		$393K Buy
1,546
+482
+45% +$129K 0.24% 62
2024
Q1 		$291K Buy
+1,064
New +$307K 0.19% 73

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

H&H Retirement Design & Management's CRM Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Salesforce (CRM) stake by 5.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,421 shares worth $456K. The position accounts for 0.21% of the portfolio, ranked #61.

H&H Retirement Design & Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $587K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • H&H Retirement Design & Management held 2,421 shares of Salesforce worth $456K as of Q2 2026.
  • H&H Retirement Design & Management bought 129 Salesforce shares in Q2 2026, an estimated $22.7K.
  • Salesforce made up 0.21% of H&H Retirement Design & Management's portfolio in Q2 2026, its #61 holding.
  • H&H Retirement Design & Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • H&H Retirement Design & Management's Salesforce position peaked at $587K in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.