HBK Sorce Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Sell |
6,722
-102
| -1% | -$17.9K | 0.02% | 214 |
|
|
2026
Q1 | $1.24M | Buy |
6,824
+1,071
| +19% | +$222K | 0.02% | 212 |
|
|
2025
Q4 | $1.1M | Buy |
5,753
+828
| +17% | +$206K | 0.03% | 223 |
|
|
2025
Q3 | $1.17M | Sell |
4,925
-125
| -2% | -$31.5K | 0.03% | 206 |
|
|
2025
Q2 | $1.38M | Sell |
5,050
-310
| -6% | -$82.9K | 0.04% | 177 |
|
|
2025
Q1 | $1.44M | Buy |
5,360
+548
| +11% | +$170K | 0.04% | 172 |
|
|
2024
Q4 | $1.61M | Buy |
4,812
+65
| +1% | +$20.7K | 0.05% | 160 |
|
|
2024
Q3 | $1.3M | Sell |
4,747
-137
| -3% | -$35.1K | 0.04% | 185 |
|
|
2024
Q2 | $1.26M | Sell |
4,884
-367
| -7% | -$98.2K | 0.04% | 181 |
|
|
2024
Q1 | $1.58M | Buy |
5,251
+1,536
| +41% | +$443K | 0.06% | 165 |
|
|
2023
Q4 | $978K | Sell |
3,715
-489
| -12% | -$111K | 0.04% | 204 |
|
|
2023
Q3 | $852K | Buy |
4,204
+205
| +5% | +$44.3K | 0.04% | 219 |
|
|
2023
Q2 | $845K | Sell |
3,999
-32
| -0.8% | -$6.53K | 0.04% | 231 |
|
|
2023
Q1 | $805K | Sell |
4,031
-4,165
| -51% | -$704K | 0.04% | 238 |
|
|
2022
Q4 | $1.09M | Buy |
8,196
+3,973
| +94% | +$580K | 0.03% | 272 |
|
|
2022
Q3 | $607K | Buy |
4,223
+1,892
| +81% | +$321K | 0.04% | 233 |
|
|
2022
Q2 | $385K | Sell |
2,331
-2,163
| -48% | -$382K | 0.03% | 287 |
|
|
2022
Q1 | $954K | Sell |
4,494
-2,006
| -31% | -$432K | 0.05% | 205 |
|
|
2021
Q4 | $1.65M | Buy |
6,500
+295
| +5% | +$82.9K | 0.08% | 164 |
|
|
2021
Q3 | $1.68M | Buy |
6,205
+229
| +4% | +$58.2K | 0.09% | 151 |
|
|
2021
Q2 | $1.46M | Buy |
5,976
+893
| +18% | +$206K | 0.08% | 168 |
|
|
2021
Q1 | $1.08M | Sell |
5,083
-562
| -10% | -$125K | 0.06% | 182 |
|
|
2020
Q4 | $1.26M | Sell |
5,645
-694
| -11% | -$169K | 0.08% | 169 |
|
|
2020
Q3 | $1.59M | Sell |
6,339
-372
| -6% | -$81.4K | 0.11% | 120 |
|
|
2020
Q2 | $1.26M | Buy |
6,711
+2,605
| +63% | +$439K | 0.09% | 143 |
|
|
2020
Q1 | $591K | Sell |
4,106
-2,570
| -38% | -$441K | 0.06% | 193 |
|
|
2019
Q4 | $1.09M | Sell |
6,676
-90
| -1% | -$14.1K | 0.09% | 155 |
|
|
2019
Q3 | $1M | Buy |
6,766
+427
| +7% | +$64.9K | 0.1% | 153 |
|
|
2019
Q2 | $962K | Buy |
6,339
+795
| +14% | +$125K | 0.09% | 159 |
|
|
2019
Q1 | $878K | Buy |
5,544
+3
| +0.1% | +$465 | 0.09% | 167 |
|
|
2018
Q4 | $759K | Buy |
5,541
+913
| +20% | +$126K | 0.09% | 175 |
|
|
2018
Q3 | $736K | Buy |
4,628
+426
| +10% | +$63.2K | 0.08% | 166 |
|
|
2018
Q2 | $573K | Buy |
4,202
+1,065
| +34% | +$136K | 0.07% | 208 |
|
|
2018
Q1 | $365K | Buy |
3,137
+17
| +0.5% | +$1.95K | 0.05% | 257 |
|
|
2017
Q4 | $319K | Sell |
3,120
-79
| -2% | -$8.05K | 0.04% | 299 |
|
|
2017
Q3 | $299K | Sell |
3,199
-233
| -7% | -$21.4K | 0.05% | 246 |
|
|
2017
Q2 | $297K | Buy |
+3,432
| New | +$299K | 0.05% | 239 |
|
|
2017
Q1 | – | Sell |
-3,572
| Closed | -$285K | – | 331 |
|
|
2016
Q4 | $245K | Sell |
3,572
-460
| -11% | -$33.4K | 0.04% | 257 |
|
|
2016
Q3 | $288K | Buy |
+4,032
| New | +$314K | 0.06% | 219 |
|
Other funds holding CRM
HBK Sorce Advisory's CRM Position: Q2 2026 in Review
HBK Sorce Advisory reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $17.9K and leaving 6,722 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #214.
HBK Sorce Advisory first reported a position in CRM in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.68M in Q3 2021. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- HBK Sorce Advisory held 6,722 shares of Salesforce worth $1.3M as of Q2 2026.
- HBK Sorce Advisory sold 102 Salesforce shares in Q2 2026, an estimated $17.9K.
- Salesforce made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #214 holding.
- HBK Sorce Advisory first reported a position in Salesforce in Q3 2016 and has held it in 39 quarters since.
- HBK Sorce Advisory's Salesforce position peaked at $1.68M in Q3 2021.
- 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.