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HB Wealth Management’s Salesforce CRM Stock Holding History

HB Wealth Management’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 		$5.31M Sell
33,897
-3,462
-9% -$609K 0.03% 266
2026
Q1 		$6.97M Sell
37,359
-1,857
-5% -$385K 0.05% 203
2025
Q4 		$10.4M Sell
39,216
-2,385
-6% -$593K 0.07% 149
2025
Q3 		$9.86M Buy
41,601
+6,423
+18% +$1.62M 0.07% 150
2025
Q2 		$9.59M Sell
35,178
-520
-1% -$139K 0.08% 143
2025
Q1 		$9.58M Buy
35,698
+8,980
+34% +$2.79M 0.08% 133
2024
Q4 		$8.93M Buy
26,718
+2,674
+11% +$853K 0.09% 106
2024
Q3 		$6.58M Buy
24,044
+5,405
+29% +$1.38M 0.07% 134
2024
Q2 		$4.79M Sell
18,639
-35
-0.2% -$9.37K 0.06% 156
2024
Q1 		$5.62M Buy
18,674
+4,911
+36% +$1.42M 0.07% 141
2023
Q4 		$3.62M Sell
13,763
-1,279
-9% -$289K 0.05% 160
2023
Q3 		$3.05M Buy
15,042
+2,865
+24% +$619K 0.05% 162
2023
Q2 		$2.57M Buy
12,177
+1,164
+11% +$238K 0.04% 175
2023
Q1 		$2.2M Buy
11,013
+2,360
+27% +$399K 0.04% 186
2022
Q4 		$1.15M Buy
8,653
+2,939
+51% +$429K 0.02% 264
2022
Q3 		$822K Sell
5,714
-4,046
-41% -$686K 0.02% 279
2022
Q2 		$1.61M Buy
9,760
+2,847
+41% +$503K 0.03% 197
2022
Q1 		$1.47M Buy
6,913
+2,514
+57% +$541K 0.03% 220
2021
Q4 		$1.12M Buy
+4,399
New +$1.24M 0.02% 231

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

HB Wealth Management's CRM Position: Q2 2026 in Review

HB Wealth Management reduced its Salesforce (CRM) stake by 9.3% in Q2 2026, selling an estimated $609K and leaving 33,897 shares worth $5.31M. The position accounts for 0.03% of the portfolio, ranked #266.

HB Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HB Wealth Management held 33,897 shares of Salesforce worth $5.31M as of Q2 2026.
  • HB Wealth Management sold 3,462 Salesforce shares in Q2 2026, an estimated $609K.
  • Salesforce made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #266 holding.
  • HB Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Salesforce position peaked at $10.4M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.