HCR Wealth Advisors’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 | $310K | Sell |
1,978
-91
| -4% | -$16K | 0.03% | 210 |
|
|
2026
Q1 | $386K | Buy |
2,069
+1
| +0% | +$207 | 0.04% | 174 |
|
|
2025
Q4 | $548K | Buy |
2,068
+522
| +34% | +$130K | 0.05% | 144 |
|
|
2025
Q3 | $369K | Sell |
1,546
-135
| -8% | -$34K | 0.04% | 174 |
|
|
2025
Q2 | $458K | Sell |
1,681
-10
| -0.6% | -$2.67K | 0.05% | 149 |
|
|
2025
Q1 | $454K | Buy |
1,691
+348
| +26% | +$108K | 0.06% | 147 |
|
|
2024
Q4 | $449K | Sell |
1,343
-15
| -1% | -$4.79K | 0.06% | 146 |
|
|
2024
Q3 | $372K | Buy |
1,358
+120
| +10% | +$30.7K | 0.05% | 166 |
|
|
2024
Q2 | $318K | Buy |
1,238
+59
| +5% | +$15.8K | 0.05% | 166 |
|
|
2024
Q1 | $355K | Hold |
1,179
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $310K | Buy |
+1,179
| New | +$267K | 0.05% | 155 |
|
|
2022
Q2 | – | Sell |
-1,167
| Closed | -$248K | – | 184 |
|
|
2022
Q1 | $248K | Buy |
1,167
+68
| +6% | +$14.6K | 0.04% | 163 |
|
|
2021
Q4 | $279K | Sell |
1,099
-50
| -4% | -$14K | 0.04% | 168 |
|
|
2021
Q3 | $312K | Sell |
1,149
-14
| -1% | -$3.56K | 0.05% | 163 |
|
|
2021
Q2 | $284K | Buy |
1,163
+44
| +4% | +$10.1K | 0.05% | 161 |
|
|
2021
Q1 | $237K | Sell |
1,119
-2,330
| -68% | -$519K | 0.05% | 165 |
|
|
2020
Q4 | $768K | Buy |
3,449
+717
| +26% | +$174K | 0.16% | 95 |
|
|
2020
Q3 | $687K | Buy |
2,732
+110
| +4% | +$24.1K | 0.16% | 90 |
|
|
2020
Q2 | $503K | Buy |
2,622
+65
| +3% | +$11K | 0.12% | 94 |
|
|
2020
Q1 | $368K | Sell |
2,557
-70
| -3% | -$12K | 0.11% | 107 |
|
|
2019
Q4 | $427K | Buy |
2,627
+70
| +3% | +$11K | 0.1% | 111 |
|
|
2019
Q3 | $380K | Hold |
2,557
| – | – | 0.13% | 109 |
|
|
2019
Q2 | $388K | Sell |
2,557
-6,841
| -73% | -$1.07M | 0.11% | 115 |
|
|
2019
Q1 | $865K | Buy |
9,398
+6,881
| +273% | +$1.07M | 0.25% | 79 |
|
|
2018
Q4 | $345K | Sell |
2,517
-97
| -4% | -$13.3K | 0.11% | 120 |
|
|
2018
Q3 | $369K | Sell |
2,614
-465
| -15% | -$69K | 0.12% | 117 |
|
|
2018
Q2 | $420K | Sell |
3,079
-400
| -11% | -$51K | 0.14% | 119 |
|
|
2018
Q1 | $405K | Buy |
3,479
+147
| +4% | +$16.9K | 0.14% | 120 |
|
|
2017
Q4 | $341K | Sell |
3,332
-250
| -7% | -$25.5K | 0.12% | 128 |
|
|
2017
Q3 | $335K | Buy |
3,582
+422
| +13% | +$38.8K | 0.14% | 119 |
|
|
2017
Q2 | $274K | Hold |
3,160
| – | – | 0.14% | 114 |
|
|
2017
Q1 | $261K | Hold |
3,160
| – | – | 0.13% | 125 |
|
|
2016
Q4 | $216K | Buy |
+3,160
| New | +$229K | 0.11% | 131 |
|
Other funds holding CRM
HCR Wealth Advisors's CRM Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Salesforce (CRM) stake by 4.4% in Q2 2026, selling an estimated $16K and leaving 1,978 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #210.
HCR Wealth Advisors first reported a position in CRM in Q4 2016 and has held it in 33 quarters since. The position peaked at $865K in Q1 2019. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- HCR Wealth Advisors held 1,978 shares of Salesforce worth $310K as of Q2 2026.
- HCR Wealth Advisors sold 91 Salesforce shares in Q2 2026, an estimated $16K.
- Salesforce made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #210 holding.
- HCR Wealth Advisors first reported a position in Salesforce in Q4 2016 and has held it in 33 quarters since.
- HCR Wealth Advisors's Salesforce position peaked at $865K in Q1 2019.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.