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	–	163
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HBC Financial Services's CRM Position: Q4 2024 in Review

HBC Financial Services held its Salesforce (CRM) position steady in Q4 2024 at 43 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #106.

HBC Financial Services first reported a position in CRM in Q4 2019 and has held it in 13 quarters since. The position peaked at $56K in Q3 2021. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

HBC Financial Services held 43 shares of Salesforce worth $14K as of Q4 2024.
HBC Financial Services left its Salesforce share count unchanged in Q4 2024.
Salesforce made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #106 holding.
HBC Financial Services first reported a position in Salesforce in Q4 2019 and has held it in 13 quarters since.
HBC Financial Services's Salesforce position peaked at $56K in Q3 2021.
3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.