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Halbert Hargrove Global Advisors’s Salesforce CRM Stock Holding History

Halbert Hargrove Global Advisors’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 		$15.2K Buy
97
+4
+4% +$703 ﹤0.01% 282
2026
Q1 		$17.4K Sell
93
-12
-11% -$2.49K ﹤0.01% 257
2025
Q4 		$27.9K Sell
105
-166
-61% -$41.3K ﹤0.01% 231
2025
Q3 		$64.3K Buy
271
+163
+151% +$41.1K ﹤0.01% 169
2025
Q2 		$29.5K Sell
108
-22
-17% -$5.88K ﹤0.01% 170
2025
Q1 		$34.9K Buy
130
+25
+24% +$7.78K ﹤0.01% 167
2024
Q4 		$35.2K Buy
+105
New +$33.5K ﹤0.01% 170
2023
Q2 		– Sell
-1,342
Closed -$268K – 114
2023
Q1 		$268K Buy
+1,342
New +$227K 0.02% 123
2022
Q2 		– Sell
-1,345
Closed -$286K – 154
2022
Q1 		$286K Buy
1,345
+149
+12% +$32.1K 0.02% 121
2021
Q4 		$304K Sell
1,196
-313
-21% -$87.9K 0.02% 116
2021
Q3 		$409K Buy
1,509
+45
+3% +$11.4K 0.03% 73
2021
Q2 		$358K Buy
1,464
+138
+10% +$31.8K 0.02% 92
2021
Q1 		$281K Sell
1,326
-18
-1% -$4.01K 0.02% 98
2020
Q4 		$299K Buy
1,344
+414
+45% +$101K 0.02% 83
2020
Q3 		$234K Buy
+930
New +$204K 0.02% 86
2014
Q3 		– Sell
-4,546
Closed -$264K – 149
2014
Q2 		$264K Sell
4,546
-901
-17% -$48.7K 0.08% 94
2014
Q1 		$311K Sell
5,447
-234
-4% -$14K 0.1% 80
2013
Q4 		$314K Sell
5,681
-371
-6% -$19.8K 0.1% 86
2013
Q3 		$314K Buy
6,052
+85
+1% +$3.86K 0.1% 75
2013
Q2 		$228K Buy
+5,967
New +$246K 0.08% 95

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

Halbert Hargrove Global Advisors's CRM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Salesforce (CRM) stake by 4.3% in Q2 2026, buying an estimated $703 and bringing the position to 97 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Halbert Hargrove Global Advisors first reported a position in CRM in Q2 2013 and has held it in 20 quarters since. The position peaked at $409K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Halbert Hargrove Global Advisors held 97 shares of Salesforce worth $15.2K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 4 Salesforce shares in Q2 2026, an estimated $703.
  • Salesforce made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #282 holding.
  • Halbert Hargrove Global Advisors first reported a position in Salesforce in Q2 2013 and has held it in 20 quarters since.
  • Halbert Hargrove Global Advisors's Salesforce position peaked at $409K in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.