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HHM Wealth Advisors’s Salesforce CRM Stock Holding History

HHM Wealth 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 		$2.66K Hold
17
– – ﹤0.01% 793
2026
Q1 		$3.17K Hold
17
– – ﹤0.01% 772
2025
Q4 		$4.5K Hold
17
– – ﹤0.01% 716
2025
Q3 		$4.03K Sell
17
-18
-51% -$4.54K ﹤0.01% 746
2025
Q2 		$9.54K Sell
35
-167
-83% -$44.6K ﹤0.01% 617
2025
Q1 		$54.2K Buy
202
+167
+477% +$51.9K 0.01% 343
2024
Q4 		$11.7K Buy
35
+18
+106% +$5.75K ﹤0.01% 565
2024
Q3 		$4.65K Sell
17
-16
-48% -$4.1K ﹤0.01% 660
2024
Q2 		$8.48K Sell
33
-44
-57% -$11.8K ﹤0.01% 573
2024
Q1 		$23.2K Buy
77
+33
+75% +$9.52K ﹤0.01% 391
2023
Q4 		$11.6K Sell
44
-20
-31% -$4.53K ﹤0.01% 491
2023
Q3 		$13K Hold
64
– – ﹤0.01% 465
2023
Q2 		$13.5K Sell
64
-23
-26% -$4.7K ﹤0.01% 476
2023
Q1 		$17.4K Sell
87
-39
-31% -$6.59K ﹤0.01% 435
2022
Q4 		$16.7K Sell
126
-25
-17% -$3.65K ﹤0.01% 385
2022
Q3 		$22K Sell
151
-569
-79% -$96.5K 0.01% 339
2022
Q2 		$119K Buy
720
+96
+15% +$17K 0.03% 180
2022
Q1 		$132K Hold
624
– – 0.03% 188
2021
Q4 		$159K Sell
624
-200
-24% -$56.2K 0.04% 165
2021
Q3 		$223K Sell
824
-9
-1% -$2.29K 0.06% 117
2021
Q2 		$203K Buy
833
+23
+3% +$5.3K 0.06% 126
2021
Q1 		$172K Hold
810
– – 0.05% 128
2020
Q4 		$180K Hold
810
– – 0.06% 113
2020
Q3 		$204K Sell
810
-101
-11% -$22.1K 0.08% 92
2020
Q2 		$171K Hold
911
– – 0.07% 94
2020
Q1 		$131K Buy
+911
New +$156K 0.06% 100

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HHM Wealth Advisors's CRM Position: Q2 2026 in Review

HHM Wealth Advisors held its Salesforce (CRM) position steady in Q2 2026 at 17 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

HHM Wealth Advisors first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $223K in Q3 2021. 783 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HHM Wealth Advisors held 17 shares of Salesforce worth $2.66K as of Q2 2026.
  • HHM Wealth Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #793 holding.
  • HHM Wealth Advisors first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Salesforce position peaked at $223K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.