HFS
CRM icon

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
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 $6.73T 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

Hantz Financial Services's CRM Position: Q2 2026 in Review

Hantz Financial Services increased its Salesforce (CRM) stake by 42% in Q2 2026, buying an estimated $3.51M and bringing the position to 67,405 shares worth $10.6M. The position accounts for 0.14% of the portfolio, ranked #92.

Hantz Financial Services first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $44.1M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hantz Financial Services held 67,405 shares of Salesforce worth $10.6M as of Q2 2026.
  • Hantz Financial Services bought 19,976 Salesforce shares in Q2 2026, an estimated $3.51M.
  • Salesforce made up 0.14% of Hantz Financial Services's portfolio in Q2 2026, its #92 holding.
  • Hantz Financial Services first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Salesforce position peaked at $44.1M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.