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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HFM Investment Advisors's CRM Position: Q1 2026 in Review

HFM Investment Advisors reduced its Salesforce (CRM) stake by 7.1% in Q1 2026, selling an estimated $829 and leaving 52 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

HFM Investment Advisors first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.8K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • HFM Investment Advisors held 52 shares of Salesforce worth $9.71K as of Q1 2026.
  • HFM Investment Advisors sold 4 Salesforce shares in Q1 2026, an estimated $829.
  • Salesforce made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • HFM Investment Advisors first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Salesforce position peaked at $14.8K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.