Hamilton Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Hamilton Capital's CRM Position: Q1 2026 in Review

Hamilton Capital reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $60.9K and leaving 1,116 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #145.

Hamilton Capital first reported a position in CRM in Q2 2023 and has held it in 8 quarters since. The position peaked at $374K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Hamilton Capital held 1,116 shares of Salesforce worth $208K as of Q1 2026.
  • Hamilton Capital sold 294 Salesforce shares in Q1 2026, an estimated $60.9K.
  • Salesforce made up 0.01% of Hamilton Capital's portfolio in Q1 2026, its #145 holding.
  • Hamilton Capital first reported a position in Salesforce in Q2 2023 and has held it in 8 quarters since.
  • Hamilton Capital's Salesforce position peaked at $374K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.