Hager Investment Management Services’s Salesforce CRM Stock Holding History

Hager Investment Management Services’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	$2.04K	Hold	13	–	–	﹤0.01%	320
2026 Q1	$2.43K	Hold	13	–	–	﹤0.01%	293
2025 Q4	$3.44K	Hold	13	–	–	﹤0.01%	273
2025 Q3	$3.08K	Hold	13	–	–	﹤0.01%	256
2025 Q2	$3.54K	Hold	13	–	–	﹤0.01%	245
2025 Q1	$3.49K	Sell	13 -38	-75%	-$11.8K	﹤0.01%	257
2024 Q4	$17.1K	Buy	+51	New	+$16.3K	0.01%	185

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hager Investment Management Services's CRM Position: Q2 2026 in Review

Hager Investment Management Services held its Salesforce (CRM) position steady in Q2 2026 at 13 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Hager Investment Management Services first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Hager Investment Management Services held 13 shares of Salesforce worth $2.04K as of Q2 2026.
Hager Investment Management Services left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #320 holding.
Hager Investment Management Services first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's Salesforce position peaked at $17.1K in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.