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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HF Advisory Group's CRM Position: Q2 2026 in Review

HF Advisory Group increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $218K and bringing the position to 10,647 shares worth $1.67M. The position accounts for 0.52% of the portfolio, ranked #69.

HF Advisory Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.1M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

HF Advisory Group held 10,647 shares of Salesforce worth $1.67M as of Q2 2026.
HF Advisory Group bought 1,238 Salesforce shares in Q2 2026, an estimated $218K.
Salesforce made up 0.52% of HF Advisory Group's portfolio in Q2 2026, its #69 holding.
HF Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
HF Advisory Group's Salesforce position peaked at $2.1M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.