Hazlett, Burt & Watson’s Salesforce CRM Stock Holding History

Hazlett, Burt & Watson’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 Q1	$440K	Sell	2,365 -545	-19%	-$113K	0.14%	158
2025 Q4	$772K	Sell	2,910 -336	-10%	-$83.5K	0.25%	92
2025 Q3	$768K	Sell	3,246 -216	-6%	-$54.5K	0.27%	84
2025 Q2	$943K	Buy	3,462 +277	+9%	+$74.1K	0.39%	60
2025 Q1	$852K	Buy	3,185 +170	+6%	+$52.9K	0.38%	63
2024 Q4	$1.01M	Sell	3,015 -50	-2%	-$16K	0.45%	55
2024 Q3	$841K	Buy	3,065 +126	+4%	+$32.3K	0.39%	60
2024 Q2	$754K	Buy	2,939 +13	+0.4%	+$3.48K	0.39%	56
2024 Q1	$882K	Buy	2,926 +2	+0.1%	+$577	0.53%	41
2023 Q4	$770K	Buy	2,924 +97	+3%	+$22K	0.52%	39
2023 Q3	$570K	Buy	2,827 +367	+15%	+$79.3K	0.42%	45
2023 Q2	$519K	Buy	2,460 +44	+2%	+$8.98K	0.39%	52
2023 Q1	$484K	Sell	2,416 -300	-11%	-$50.7K	0.4%	50
2022 Q4	$362K	Sell	2,716 -1,027	-27%	-$150K	0.32%	68
2022 Q3	$535K	Sell	3,743 -275	-7%	-$46.6K	0.52%	37
2022 Q2	$663K	Buy	4,018 +91	+2%	+$16.1K	0.61%	34
2022 Q1	$834K	Buy	+3,927	New	+$845K	0.66%	30

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hazlett, Burt & Watson's CRM Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Salesforce (CRM) stake by 19% in Q1 2026, selling an estimated $113K and leaving 2,365 shares worth $440K. The position accounts for 0.14% of the portfolio, ranked #158.

Hazlett, Burt & Watson first reported a position in CRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Hazlett, Burt & Watson held 2,365 shares of Salesforce worth $440K as of Q1 2026.
Hazlett, Burt & Watson sold 545 Salesforce shares in Q1 2026, an estimated $113K.
Salesforce made up 0.14% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #158 holding.
Hazlett, Burt & Watson first reported a position in Salesforce in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Salesforce position peaked at $1.01M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.