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HBW Advisory Services’s Salesforce CRM Stock Holding History

HBW Advisory 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
2026
Q2 		$2.16M Buy
13,799
+701
+5% +$123K 0.2% 111
2026
Q1 		$2.44M Buy
13,098
+57
+0.4% +$11.8K 0.26% 94
2025
Q4 		$3.45M Sell
13,041
-26
-0.2% -$6.46K 0.38% 59
2025
Q3 		$3.1M Buy
13,067
+738
+6% +$186K 0.35% 71
2025
Q2 		$3.36M Sell
12,329
-1,796
-13% -$480K 0.41% 53
2025
Q1 		$3.79M Sell
14,125
-645
-4% -$201K 0.54% 38
2024
Q4 		$4.94M Sell
14,770
-1,402
-9% -$447K 0.51% 28
2024
Q3 		$4.43M Sell
16,172
-2,498
-13% -$640K 0.65% 29
2024
Q2 		$4.8M Sell
18,670
-1,441
-7% -$386K 0.8% 24
2024
Q1 		$5.29M Hold
20,111
– – 0.99% 15
2023
Q4 		$5.29M Sell
20,111
-651
-3% -$147K 0.99% 15
2023
Q3 		$4.21M Sell
20,762
-3,147
-13% -$680K 0.88% 22
2023
Q2 		$5.05M Buy
23,909
+255
+1% +$52.1K 1.1% 16
2023
Q1 		$4.72M Sell
23,654
-1,320
-5% -$223K 1.18% 19
2022
Q4 		$3.27M Buy
24,974
+459
+2% +$67K 0.86% 29
2022
Q3 		$3.53M Buy
24,515
+567
+2% +$96.1K 0.98% 29
2022
Q2 		$3.95M Buy
23,948
+13,053
+120% +$2.31M 1.02% 28
2022
Q1 		$2.31M Sell
10,895
-8,767
-45% -$1.89M 0.81% 36
2021
Q4 		$5M Buy
19,662
+290
+1% +$81.5K 1.16% 23
2021
Q3 		$5.25M Buy
19,372
+235
+1% +$59.7K 1.36% 11
2021
Q2 		$4.67M Buy
19,137
+1,665
+10% +$384K 1.23% 16
2021
Q1 		$3.7M Buy
17,472
+2,441
+16% +$543K 0.99% 35
2020
Q4 		$3.35M Buy
15,031
+916
+6% +$223K 1.02% 39
2020
Q3 		$3.55M Buy
14,115
+74
+0.5% +$16.2K 1.46% 14
2020
Q2 		$2.63M Buy
14,041
+309
+2% +$52.1K 1.22% 19
2020
Q1 		$2M Buy
13,732
+702
+5% +$120K 1.44% 24
2019
Q4 		$2.15M Buy
13,030
+644
+5% +$101K 1.25% 34
2019
Q3 		$1.83M Buy
+12,386
New +$1.88M 1.76% 27

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

HBW Advisory Services's CRM Position: Q2 2026 in Review

HBW Advisory Services increased its Salesforce (CRM) stake by 5.4% in Q2 2026, buying an estimated $123K and bringing the position to 13,799 shares worth $2.16M. The position accounts for 0.2% of the portfolio, ranked #111.

HBW Advisory Services first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.29M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HBW Advisory Services held 13,799 shares of Salesforce worth $2.16M as of Q2 2026.
  • HBW Advisory Services bought 701 Salesforce shares in Q2 2026, an estimated $123K.
  • Salesforce made up 0.2% of HBW Advisory Services's portfolio in Q2 2026, its #111 holding.
  • HBW Advisory Services first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's Salesforce position peaked at $5.29M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.