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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
Q2 		$316K Sell
2,022
-343
-15% -$60.3K 0.08% 208
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
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

Hazlett, Burt & Watson's CRM Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $60.3K and leaving 2,022 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #208.

Hazlett, Burt & Watson first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hazlett, Burt & Watson held 2,022 shares of Salesforce worth $316K as of Q2 2026.
  • Hazlett, Burt & Watson sold 343 Salesforce shares in Q2 2026, an estimated $60.3K.
  • Salesforce made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #208 holding.
  • Hazlett, Burt & Watson first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Salesforce position peaked at $1.01M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.