HCP
CRM icon

Hamilton Capital Partners’s Salesforce CRM Stock Holding History

Hamilton Capital Partners’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
2025
Q2 		– Sell
-29,181
Closed -$7.83M – 25
2025
Q1 		$7.83M Buy
29,181
+6,664
+30% +$2.07M 4.96% 11
2024
Q4 		$7.53M Buy
+22,517
New +$7.19M 4.7% 10

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Capital Partners's CRM Position: Q2 2025 in Review

Hamilton Capital Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 29,181 shares — an estimated $7.83M sold.

Hamilton Capital Partners first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $7.83M in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Hamilton Capital Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Hamilton Capital Partners sold 29,181 Salesforce shares in Q2 2025, an estimated $7.83M.
  • Hamilton Capital Partners first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Hamilton Capital Partners's Salesforce position peaked at $7.83M in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Hamilton Capital Partners's 13F filing for Q2 2025, filed 17 Jul 2025.