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Hamilton Wealth’s Salesforce CRM Stock Holding History

Hamilton Wealth’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
Q1 		– Sell
-911
Closed -$241K – 115
2025
Q4 		$241K Buy
+911
New +$226K 0.05% 99
2022
Q4 		– Sell
-1,975
Closed -$284K – 90
2022
Q3 		$284K Sell
1,975
-23,281
-92% -$3.95M 0.12% 63
2022
Q2 		$4.17M Buy
25,256
+24,009
+1,925% +$4.24M 1.63% 20
2022
Q1 		$265K Buy
+1,247
New +$268K 0.12% 57

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hamilton Wealth's CRM Position: Q1 2026 in Review

Hamilton Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 911 shares — an estimated $241K sold.

Hamilton Wealth first reported a position in CRM in Q1 2022 and held it in 4 quarters. The position peaked at $4.17M in Q2 2022. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Hamilton Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Hamilton Wealth sold 911 Salesforce shares in Q1 2026, an estimated $241K.
  • Hamilton Wealth first reported a position in Salesforce in Q1 2022 and held it in 4 quarters.
  • Hamilton Wealth's Salesforce position peaked at $4.17M in Q2 2022.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.