Hartford Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.7K | Hold |
30
| – | – | ﹤0.01% | 306 |
|
|
2026
Q1 | $5.6K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
|
2025
Q4 | $7.95K | Sell |
30
-172
| -85% | -$42.7K | ﹤0.01% | 276 |
|
|
2025
Q3 | $47.9K | Hold |
202
| – | – | 0.01% | 186 |
|
|
2025
Q2 | $55.1K | Sell |
202
-33
| -14% | -$8.82K | 0.02% | 181 |
|
|
2025
Q1 | $63.1K | Hold |
235
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $78.6K | Hold |
235
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $64.3K | Hold |
235
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $60.4K | Hold |
235
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $70.8K | Sell |
235
-24
| -9% | -$6.92K | 0.01% | 198 |
|
|
2023
Q4 | $68.2K | Hold |
259
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $52.5K | Hold |
259
| – | – | 0.01% | 213 |
|
|
2023
Q2 | $54.7K | Hold |
259
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $51.7K | Hold |
259
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $34.3K | Hold |
259
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $37K | Hold |
259
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $43K | Hold |
259
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $55K | Hold |
259
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $66K | Sell |
259
-6
| -2% | -$1.69K | 0.02% | 205 |
|
|
2021
Q3 | $72K | Buy |
265
+10
| +4% | +$2.54K | 0.02% | 191 |
|
|
2021
Q2 | $62K | Hold |
255
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $54K | Hold |
255
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $57K | Buy |
255
+50
| +24% | +$12.2K | 0.02% | 199 |
|
|
2020
Q3 | $52K | Hold |
205
| – | – | 0.02% | 189 |
|
|
2020
Q2 | $38K | Hold |
205
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $30K | Sell |
205
-610
| -75% | -$105K | 0.01% | 208 |
|
|
2019
Q4 | $133K | Hold |
815
| – | – | 0.04% | 166 |
|
|
2019
Q3 | $121K | Hold |
815
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $124K | Hold |
815
| – | – | 0.04% | 173 |
|
|
2019
Q1 | $129K | Hold |
815
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $112K | Hold |
815
| – | – | 0.04% | 177 |
|
|
2018
Q3 | $130K | Sell |
815
-20
| -2% | -$2.97K | 0.04% | 179 |
|
|
2018
Q2 | $114K | Hold |
835
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $97K | Buy |
835
+225
| +37% | +$25.8K | 0.05% | 159 |
|
|
2017
Q4 | $62K | Hold |
610
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $56K | Hold |
610
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $52K | Hold |
610
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $50K | Buy |
+610
| New | +$48.7K | 0.03% | 184 |
|
Other funds holding CRM
Hartford Financial Management's CRM Position: Q2 2026 in Review
Hartford Financial Management held its Salesforce (CRM) position steady in Q2 2026 at 30 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #306.
Hartford Financial Management first reported a position in CRM in Q1 2017 and has held it in 38 quarters since. The position peaked at $133K in Q4 2019. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Hartford Financial Management held 30 shares of Salesforce worth $4.7K as of Q2 2026.
- Hartford Financial Management left its Salesforce share count unchanged in Q2 2026.
- Salesforce made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #306 holding.
- Hartford Financial Management first reported a position in Salesforce in Q1 2017 and has held it in 38 quarters since.
- Hartford Financial Management's Salesforce position peaked at $133K in Q4 2019.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.