Hamilton Capital’s Salesforce CRM Stock Holding History

Hamilton Capital’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	$278K	Buy	+1,210	New	+$250K	0.02%	122
2026 Q2	–	Sell	-1,116	Closed	-$208K	–	163
2026 Q1	$208K	Sell	1,116 -294	-21%	-$60.9K	0.01%	145
2025 Q4	$374K	Buy	+1,410	New	+$350K	0.02%	95
2025 Q1	–	Sell	-724	Closed	-$242K	–	139
2024 Q4	$242K	Hold	724	–	–	0.02%	107
2024 Q3	$211K	Buy	+724	New	+$185K	0.02%	122
2024 Q2	–	Sell	-929	Closed	-$280K	–	128
2024 Q1	$280K	Sell	929 -5	-0.5%	-$1.44K	0.02%	101
2023 Q4	$246K	Sell	934 -237	-20%	-$53.6K	0.02%	112
2023 Q3	$237K	Buy	1,171 +29	+3%	+$6.27K	0.02%	100
2023 Q2	$241K	Buy	+1,142	New	+$233K	0.02%	96

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Hamilton Capital's CRM Position: Q3 2026 in Review

Hamilton Capital opened a new position in Salesforce (CRM) in Q3 2026: 1,210 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Hamilton Capital previously reported a position in CRM as recently as Q1 2026.

Hamilton Capital first reported a position in CRM in Q2 2023 and has held it in 9 quarters since. The position peaked at $374K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Hamilton Capital held 1,210 shares of Salesforce worth $278K as of Q3 2026.
Salesforce was a new Hamilton Capital position in Q3 2026.
Salesforce made up 0.02% of Hamilton Capital's portfolio in Q3 2026, its #122 holding.
Hamilton Capital first reported a position in Salesforce in Q2 2023 and has held it in 9 quarters since.
Hamilton Capital's Salesforce position peaked at $374K in Q4 2025.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.