HAP Trading’s Salesforce CRM Stock Holding History

HAP Trading’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
2025 Q3	$765K	Buy	33,700 +1,600	+5%	+$404K	0.05%	213
2025 Q2	$373K	Buy	+32,100	New	+$8.58M	0.04%	229
2025 Q1	–	Sell	-17,500	Closed	-$262K	–	740
2024 Q4	$262K	Sell	17,500 -11,400	-39%	-$3.64M	0.02%	275
2024 Q3	$277K	Buy	28,900 +12,600	+77%	+$3.23M	0.03%	265
2024 Q2	$78.4K	Buy	+16,300	New	+$4.36M	0.01%	396
2024 Q1	–	Sell	-12,000	Closed	-$10.2K	–	780
2023 Q4	$10.2K	Sell	12,000 -11,000	-48%	-$2.49M	﹤0.01%	692
2023 Q3	$74.8K	Buy	+23,000	New	+$4.97M	0.01%	434
2023 Q2	–	Sell	-18,500	Closed	-$28K	–	1150
2023 Q1	$28K	Sell	18,500 -29,175	-61%	-$4.93M	﹤0.01%	669
2022 Q4	$275K	Buy	47,675 +18,100	+61%	+$2.64M	0.03%	403
2022 Q3	$1.07M	Sell	29,575 -2,200	-7%	-$373K	0.07%	236
2022 Q2	$944K	Sell	31,775 -13,900	-30%	-$2.46M	0.05%	307
2022 Q1	$1.01M	Sell	45,675 -3,913	-8%	-$842K	0.04%	348
2021 Q4	$627K	Sell	49,588 -12,607	-20%	-$3.54M	0.02%	612
2021 Q3	$263K	Sell	62,195 -19,105	-23%	-$4.85M	0.01%	928
2021 Q2	$449K	Sell	81,300 -67,160	-45%	-$15.5M	0.01%	690
2021 Q1	$1.49M	Buy	148,460 +1,080	+0.7%	+$240K	0.08%	237
2020 Q4	$1.8M	Sell	147,380 -27,800	-16%	-$6.76M	0.05%	288
2020 Q3	$797K	Buy	175,180 +146,300	+507%	+$32M	0.04%	312
2020 Q2	$133K	Sell	28,880 -24,500	-46%	-$4.13M	0.01%	791
2020 Q1	$722K	Sell	53,380 -48,340	-48%	-$8.29M	0.05%	281
2019 Q4	$202K	Buy	101,720 +58,300	+134%	+$9.14M	0.01%	457
2019 Q3	$152K	Buy	43,420 +25,020	+136%	+$3.8M	0.01%	548
2019 Q2	$85K	Sell	18,400 -4,500	-20%	-$705K	0.01%	636
2019 Q1	$77K	Buy	22,900 +2,800	+14%	+$434K	0.01%	590
2018 Q4	$112K	Buy	20,100 +4,900	+32%	+$674K	0.01%	624
2018 Q3	$31K	Buy	15,200 +4,900	+48%	+$727K	﹤0.01%	693
2018 Q2	$28K	Sell	10,300 -6,700	-39%	-$855K	﹤0.01%	762
2018 Q1	$65K	Sell	17,000 -6,600	-28%	-$758K	﹤0.01%	605
2017 Q4	$108K	Buy	+23,600	New	+$2.41M	﹤0.01%	570
2017 Q3	–	Sell	-15,000	Closed	-$8K	–	917
2017 Q2	$8K	Sell	15,000 -85,300	-85%	-$7.43M	﹤0.01%	859
2017 Q1	$23K	Sell	100,300 -700	-0.7%	-$55.9K	﹤0.01%	809
2016 Q4	$362K	Buy	+101,000	New	+$7.33M	0.02%	392
2016 Q3	–	Sell	-13,900	Closed	-$18K	–	1127
2016 Q2	$18K	Buy	13,900 +3,900	+39%	+$306K	﹤0.01%	731
2016 Q1	$5K	Sell	10,000 -10,800	-52%	-$744K	﹤0.01%	713
2015 Q4	$31K	Buy	+20,800	New	+$1.62M	﹤0.01%	693
2015 Q3	–	Sell	-22,900	Closed	-$23K	–	1056
2015 Q2	$23K	Sell	22,900 -11,300	-33%	-$805K	﹤0.01%	765
2015 Q1	$31K	Buy	+34,200	New	+$2.12M	﹤0.01%	673
2014 Q4	–	Sell	-32,000	Closed	-$96K	–	1069
2014 Q3	$96K	Buy	32,000 +7,000	+28%	+$394K	﹤0.01%	678
2014 Q2	$107K	Buy	+25,000	New	+$1.35M	﹤0.01%	639

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HAP Trading's CRM Position: Q3 2025 in Review

HAP Trading increased its Salesforce (CRM) stake by 19% in Q3 2025, buying an estimated $582K and bringing the position to 14,305 shares worth $3.39M. The position accounts for 0.24% of the portfolio, ranked #57.

HAP Trading first reported a position in CRM in Q2 2014 and has held it in 20 quarters since. The position peaked at $54.4M in Q4 2020. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

HAP Trading held 14,305 shares of Salesforce worth $3.39M as of Q3 2025.
HAP Trading bought 2,308 Salesforce shares in Q3 2025, an estimated $582K.
Salesforce made up 0.24% of HAP Trading's portfolio in Q3 2025, its #57 holding.
HAP Trading first reported a position in Salesforce in Q2 2014 and has held it in 20 quarters since.
HAP Trading's Salesforce position peaked at $54.4M in Q4 2020.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on HAP Trading's 13F filing for Q3 2025, filed 12 Nov 2025.