HIP
CRM icon

Harrell Investment Partners’s Salesforce CRM Stock Holding History

Harrell Investment Partners’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 		$1.71M Sell
10,910
-590
-5% -$104K 0.37% 58
2026
Q1 		$2.15M Sell
11,500
-797
-6% -$165K 0.51% 49
2025
Q4 		$3.26M Sell
12,297
-27
-0.2% -$6.71K 0.77% 40
2025
Q3 		$2.92M Sell
12,324
-422
-3% -$106K 0.69% 44
2025
Q2 		$3.48M Buy
12,746
+555
+5% +$148K 0.88% 38
2025
Q1 		$3.27M Sell
12,191
-913
-7% -$284K 0.97% 40
2024
Q4 		$4.38M Buy
13,104
+133
+1% +$42.4K 1.22% 29
2024
Q3 		$3.55M Buy
12,971
+137
+1% +$35.1K 1% 38
2024
Q2 		$3.3M Buy
12,834
+224
+2% +$59.9K 0.96% 41
2024
Q1 		$3.8M Sell
12,610
-789
-6% -$228K 1.13% 34
2023
Q4 		$3.53M Buy
13,399
+208
+2% +$47.1K 1.1% 37
2023
Q3 		$2.69M Buy
13,191
+123
+0.9% +$26.6K 0.92% 42
2023
Q2 		$2.76M Sell
13,068
-107
-0.8% -$21.8K 0.94% 39
2023
Q1 		$2.58M Buy
13,175
+853
+7% +$144K 0.92% 40
2022
Q4 		$1.63M Sell
12,322
-1,264
-9% -$184K 0.64% 51
2022
Q3 		$1.95M Buy
13,586
+1,028
+8% +$174K 0.82% 45
2022
Q2 		$2.07M Buy
12,558
+692
+6% +$122K 0.85% 39
2022
Q1 		$2.52M Buy
11,866
+1,248
+12% +$269K 0.89% 41
2021
Q4 		$2.7M Buy
10,618
+235
+2% +$66K 0.83% 39
2021
Q3 		$2.82M Buy
10,383
+386
+4% +$98K 0.91% 40
2021
Q2 		$2.44M Sell
9,997
-101
-1% -$23.3K 0.79% 47
2021
Q1 		$2.14M Sell
10,098
-533
-5% -$119K 0.76% 47
2020
Q4 		$2.37M Sell
10,631
-374
-3% -$91K 0.91% 41
2020
Q3 		$2.77M Buy
11,005
+298
+3% +$65.2K 1.2% 38
2020
Q2 		$2.01M Buy
10,707
+65
+0.6% +$11K 1.02% 37
2020
Q1 		$1.53M Sell
10,642
-124
-1% -$21.3K 0.83% 44
2019
Q4 		$1.75M Buy
+10,766
New +$1.69M 0.8% 42

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

Harrell Investment Partners's CRM Position: Q2 2026 in Review

Harrell Investment Partners reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $104K and leaving 10,910 shares worth $1.71M. The position accounts for 0.37% of the portfolio, ranked #58.

Harrell Investment Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.38M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Harrell Investment Partners held 10,910 shares of Salesforce worth $1.71M as of Q2 2026.
  • Harrell Investment Partners sold 590 Salesforce shares in Q2 2026, an estimated $104K.
  • Salesforce made up 0.37% of Harrell Investment Partners's portfolio in Q2 2026, its #58 holding.
  • Harrell Investment Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's Salesforce position peaked at $4.38M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.