Hantz Financial Services’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
$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

Hantz Financial Services's CRM Position: Q1 2026 in Review

Hantz Financial Services increased its Salesforce (CRM) stake by 20% in Q1 2026, buying an estimated $1.62M and bringing the position to 47,429 shares worth $8.85M. The position accounts for 0.14% of the portfolio, ranked #104.

Hantz Financial Services first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $44.1M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Hantz Financial Services held 47,429 shares of Salesforce worth $8.85M as of Q1 2026.
  • Hantz Financial Services bought 7,810 Salesforce shares in Q1 2026, an estimated $1.62M.
  • Salesforce made up 0.14% of Hantz Financial Services's portfolio in Q1 2026, its #104 holding.
  • Hantz Financial Services first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's Salesforce position peaked at $44.1M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.