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Hickory Asset Management’s Salesforce CRM Stock Holding History

Hickory Asset Management’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
2025
Q2 		$391K Buy
1,435
+28
+2% +$7.49K 0.32% 60
2025
Q1 		$378K Sell
1,407
-65
-4% -$20.2K 0.34% 60
2024
Q4 		$492K Buy
+1,472
New +$470K 0.42% 54

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hickory Asset Management's CRM Position: Q2 2025 in Review

Hickory Asset Management increased its Salesforce (CRM) stake by 2% in Q2 2025, buying an estimated $7.49K and bringing the position to 1,435 shares worth $391K. The position accounts for 0.32% of the portfolio, ranked #60.

Hickory Asset Management first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $492K in Q4 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Hickory Asset Management held 1,435 shares of Salesforce worth $391K as of Q2 2025.
  • Hickory Asset Management bought 28 Salesforce shares in Q2 2025, an estimated $7.49K.
  • Salesforce made up 0.32% of Hickory Asset Management's portfolio in Q2 2025, its #60 holding.
  • Hickory Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • Hickory Asset Management's Salesforce position peaked at $492K in Q4 2024.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.