Hill Island Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$448K Sell
2,399
-232
-9% -$48.1K 0.11% 48
2025
Q4
$697K Sell
2,631
-318
-11% -$79K 0.17% 42
2025
Q3
$699K Buy
2,949
+111
+4% +$28K 0.17% 40
2025
Q2
$774K Buy
2,838
+342
+14% +$91.4K 0.22% 37
2025
Q1
$670K Sell
2,496
-53
-2% -$16.5K 0.2% 35
2024
Q4
$852K Hold
2,549
0.25% 37
2024
Q3
$698K Buy
2,549
+1
+0% +$256 0.21% 33
2024
Q2
$655K Sell
2,548
-111
-4% -$29.7K 0.21% 33
2024
Q1
$801K Sell
2,659
-88
-3% -$25.4K 0.26% 30
2023
Q4
$723K Hold
2,747
0.25% 32
2023
Q3
$557K Sell
2,747
-87
-3% -$18.8K 0.22% 35
2023
Q2
$599K Hold
2,834
0.23% 35
2023
Q1
$549K Hold
2,834
0.22% 37
2022
Q4
$376K Buy
2,834
+276
+11% +$40.3K 0.16% 44
2022
Q3
$368K Hold
2,558
0.17% 36
2022
Q2
$422K Buy
2,558
+953
+59% +$168K 0.19% 33
2022
Q1
$341K Buy
1,605
+200
+14% +$43K 0.13% 40
2021
Q4
$357K Buy
+1,405
New +$395K 0.13% 43

Other funds holding CRM

Hill Island Financial's CRM Position: Q1 2026 in Review

Hill Island Financial reduced its Salesforce (CRM) stake by 8.8% in Q1 2026, selling an estimated $48.1K and leaving 2,399 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #48.

Hill Island Financial first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $852K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Hill Island Financial held 2,399 shares of Salesforce worth $448K as of Q1 2026.
  • Hill Island Financial sold 232 Salesforce shares in Q1 2026, an estimated $48.1K.
  • Salesforce made up 0.11% of Hill Island Financial's portfolio in Q1 2026, its #48 holding.
  • Hill Island Financial first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's Salesforce position peaked at $852K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.