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HFM Investment Advisors’s Salesforce CRM Stock Holding History

HFM Investment Advisors’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 		$1.72K Sell
11
-41
-79% -$7.21K ﹤0.01% 519
2026
Q1 		$9.71K Sell
52
-4
-7% -$829 ﹤0.01% 116
2025
Q4 		$14.8K Buy
56
+48
+600% +$11.9K 0.01% 104
2025
Q3 		$1.9K Hold
8
– – ﹤0.01% 196
2025
Q2 		$2.18K Buy
8
+6
+300% +$1.6K ﹤0.01% 171
2025
Q1 		$537 Buy
+2
New +$622 ﹤0.01% 271

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's CRM Position: Q2 2026 in Review

HFM Investment Advisors reduced its Salesforce (CRM) stake by 79% in Q2 2026, selling an estimated $7.21K and leaving 11 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

HFM Investment Advisors first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HFM Investment Advisors held 11 shares of Salesforce worth $1.72K as of Q2 2026.
  • HFM Investment Advisors sold 41 Salesforce shares in Q2 2026, an estimated $7.21K.
  • Salesforce made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #519 holding.
  • HFM Investment Advisors first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Salesforce position peaked at $14.8K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.