HFS
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HBC Financial Services’s Salesforce CRM Stock Holding History

HBC Financial Services’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
2024
Q4 		$14K Hold
43
– – 0.01% 106
2024
Q3 		$12K Buy
+43
New +$11K 0.01% 113
2022
Q4 		– Sell
-175
Closed -$25K – 162
2022
Q3 		$25K Sell
175
-50
-22% -$8.48K 0.02% 76
2022
Q2 		$39K Buy
225
+175
+350% +$30.9K 0.03% 71
2022
Q1 		$8K Sell
50
-65
-57% -$14K 0.01% 123
2021
Q4 		$29K Sell
115
-90
-44% -$25.3K 0.02% 84
2021
Q3 		$56K Sell
205
-5
-2% -$1.27K 0.04% 53
2021
Q2 		$49K Sell
210
-10
-5% -$2.31K 0.03% 63
2021
Q1 		$51.3K Buy
220
+70
+47% +$15.6K 0.04% 59
2020
Q4 		$33K Hold
150
– – 0.03% 80
2020
Q3 		$39K Buy
+150
New +$32.8K 0.03% 71
2020
Q2 		– Sell
-155
Closed -$20K – 164
2020
Q1 		$20K Sell
155
-155
-50% -$26.6K 0.02% 83
2019
Q4 		$55K Buy
+310
New +$48.6K 0.05% 64

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return