HF Advisory Group
CRM icon

HF Advisory Group’s Salesforce CRM Stock Holding History

HF Advisory Group’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
Q3 		$1.89M Sell
8,216
-2,431
-23% -$501K 0.56% 63
2026
Q2 		$1.67M Buy
10,647
+1,238
+13% +$218K 0.52% 69
2026
Q1 		$1.76M Buy
9,409
+2,108
+29% +$437K 0.6% 66
2025
Q4 		$1.93M Sell
7,301
-473
-6% -$118K 0.67% 55
2025
Q3 		$1.84M Buy
7,774
+1,388
+22% +$350K 0.68% 55
2025
Q2 		$1.74M Buy
6,386
+317
+5% +$84.7K 0.69% 53
2025
Q1 		$1.63M Sell
6,069
-213
-3% -$66.2K 0.71% 50
2024
Q4 		$2.1M Buy
6,282
+872
+16% +$278K 0.97% 31
2024
Q3 		$1.48M Buy
5,410
+1,821
+51% +$466K 0.69% 53
2024
Q2 		$923K Sell
3,589
-590
-14% -$158K 0.48% 76
2024
Q1 		$1.26M Buy
4,179
+519
+14% +$150K 0.7% 51
2023
Q4 		$963K Sell
3,660
-821
-18% -$186K 0.62% 58
2023
Q3 		$918K Buy
4,481
+720
+19% +$156K 0.68% 53
2023
Q2 		$795K Sell
3,761
-83
-2% -$16.9K 0.63% 62
2023
Q1 		$768K Sell
3,844
-44
-1% -$7.43K 0.68% 53
2022
Q4 		$516K Buy
+3,888
New +$567K 0.52% 70

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

HF Advisory Group's CRM Position: Q3 2026 in Review

HF Advisory Group reduced its Salesforce (CRM) stake by 23% in Q3 2026, selling an estimated $501K and leaving 8,216 shares worth $1.89M. The position accounts for 0.56% of the portfolio, ranked #63.

HF Advisory Group first reported a position in CRM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q4 2024. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • HF Advisory Group held 8,216 shares of Salesforce worth $1.89M as of Q3 2026.
  • HF Advisory Group sold 2,431 Salesforce shares in Q3 2026, an estimated $501K.
  • Salesforce made up 0.56% of HF Advisory Group's portfolio in Q3 2026, its #63 holding.
  • HF Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's Salesforce position peaked at $2.1M in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.