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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
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

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

Hamilton Capital's CRM Position: Q2 2026 in Review

Hamilton Capital sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,116 shares — an estimated $208K sold.

Hamilton Capital first reported a position in CRM in Q2 2023 and held it in 8 quarters. The position peaked at $374K in Q4 2025. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hamilton Capital reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Hamilton Capital sold 1,116 Salesforce shares in Q2 2026, an estimated $208K.
  • Hamilton Capital first reported a position in Salesforce in Q2 2023 and held it in 8 quarters.
  • Hamilton Capital's Salesforce position peaked at $374K in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.