Hantz Financial Services
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Hantz Financial Services’s Salesforce CRM Stock Holding History

Hantz Financial Services’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 		$14.9M Sell
64,793
-2,612
-4% -$539K 0.2% 60
2026
Q2 		$10.6M Buy
67,405
+19,976
+42% +$3.51M 0.14% 92
2026
Q1 		$8.85M Buy
47,429
+7,810
+20% +$1.62M 0.14% 104
2025
Q4 		$10.5M Buy
39,619
+6,415
+19% +$1.59M 0.15% 103
2025
Q3 		$7.87M Sell
33,204
-3,585
-10% -$904K 0.12% 148
2025
Q2 		$10M Buy
36,789
+11,742
+47% +$3.14M 0.16% 121
2025
Q1 		$6.72M Buy
25,047
+749
+3% +$233K 0.12% 182
2024
Q4 		$8.12M Buy
24,298
+1,406
+6% +$449K 0.14% 155
2024
Q3 		$6.27M Sell
22,892
-114,467
-83% -$29.3M 0.11% 192
2024
Q2 		$35.3M Sell
137,359
-9,097
-6% -$2.43M 0.68% 31
2024
Q1 		$44.1M Sell
146,456
-3,096
-2% -$893K 0.86% 24
2023
Q4 		$39.4M Sell
149,552
-10,239
-6% -$2.32M 0.86% 23
2023
Q3 		$32.4M Sell
159,791
-3,706
-2% -$801K 0.82% 22
2023
Q2 		$34.5M Sell
163,497
-26,671
-14% -$5.44M 0.86% 19
2023
Q1 		$38M Buy
190,168
+7,933
+4% +$1.34M 1.04% 16
2022
Q4 		$24.2M Buy
182,235
+8,174
+5% +$1.19M 0.73% 26
2022
Q3 		$25M Sell
174,061
-499
-0.3% -$84.6K 0.86% 22
2022
Q2 		$28.8M Buy
174,560
+898
+0.5% +$159K 0.97% 16
2022
Q1 		$36.9M Buy
173,662
+8,685
+5% +$1.87M 1.09% 14
2021
Q4 		$41.9M Buy
164,977
+9,777
+6% +$2.75M 1.21% 15
2021
Q3 		$42.1M Buy
155,200
+17,385
+13% +$4.42M 1.38% 11
2021
Q2 		$33.7M Buy
137,815
+5,455
+4% +$1.26M 1.23% 15
2021
Q1 		$28M Buy
132,360
+33,943
+34% +$7.56M 1.16% 20
2020
Q4 		$21.9M Buy
98,417
+3,437
+4% +$836K 0.98% 24
2020
Q3 		$23.9M Buy
94,980
+5,965
+7% +$1.31M 1.22% 18
2020
Q2 		$16.7M Buy
89,015
+5,858
+7% +$987K 0.93% 24
2020
Q1 		$12M Buy
+83,157
New +$14.3M 0.83% 23

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Hantz Financial Services's CRM Position: Q3 2026 in Review

Hantz Financial Services reduced its Salesforce (CRM) stake by 3.9% in Q3 2026, selling an estimated $539K and leaving 64,793 shares worth $14.9M. The position accounts for 0.2% of the portfolio, ranked #60.

Hantz Financial Services first reported a position in CRM in Q1 2020 and has held it in 27 quarters since. The position peaked at $44.1M in Q1 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Hantz Financial Services held 64,793 shares of Salesforce worth $14.9M as of Q3 2026.
  • Hantz Financial Services sold 2,612 Salesforce shares in Q3 2026, an estimated $539K.
  • Salesforce made up 0.2% of Hantz Financial Services's portfolio in Q3 2026, its #60 holding.
  • Hantz Financial Services first reported a position in Salesforce in Q1 2020 and has held it in 27 quarters since.
  • Hantz Financial Services's Salesforce position peaked at $44.1M in Q1 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.