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Hillsdale Investment Management’s Salesforce CRM Stock Holding History

Hillsdale Investment 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
2026
Q2 		$1.21M Sell
7,730
-21,964
-74% -$3.86M 0.03% 370
2026
Q1 		$5.54M Buy
29,694
+13,990
+89% +$2.9M 0.15% 162
2025
Q4 		$4.16M Sell
15,704
-6,835
-30% -$1.7M 0.11% 245
2025
Q3 		$5.34M Buy
22,539
+12,530
+125% +$3.16M 0.16% 189
2025
Q2 		$2.73M Buy
10,009
+4,940
+97% +$1.32M 0.1% 250
2025
Q1 		$1.36M Buy
5,069
+220
+5% +$68.4K 0.07% 232
2024
Q4 		$1.62M Sell
4,849
-310
-6% -$98.9K 0.08% 218
2024
Q3 		$1.41M Buy
5,159
+844
+20% +$216K 0.11% 213
2024
Q2 		$1.11M Buy
4,315
+800
+23% +$214K 0.09% 214
2024
Q1 		$1.06M Sell
3,515
-850
-19% -$245K 0.08% 205
2023
Q4 		$1.15M Sell
4,365
-400
-8% -$90.5K 0.09% 203
2023
Q3 		$966K Buy
4,765
+1,400
+42% +$302K 0.09% 196
2023
Q2 		$711K Sell
3,365
-30
-0.9% -$6.12K 0.07% 196
2023
Q1 		$678K Buy
3,395
+225
+7% +$38K 0.06% 248
2022
Q4 		$420K Buy
3,170
+2,710
+589% +$395K 0.04% 377
2022
Q3 		$66K Buy
460
+141
+44% +$23.9K 0.01% 456
2022
Q2 		$53K Buy
319
+75
+31% +$13.3K ﹤0.01% 456
2022
Q1 		$52K Sell
244
-446
-65% -$96K ﹤0.01% 469
2021
Q4 		$175K Buy
690
+220
+47% +$61.8K 0.01% 414
2021
Q3 		$127K Buy
470
+30
+7% +$7.62K 0.01% 424
2021
Q2 		$107K Buy
440
+50
+13% +$11.5K 0.01% 429
2021
Q1 		$83K Hold
390
– – 0.01% 426
2020
Q4 		$87K Hold
390
– – 0.01% 416
2020
Q3 		$98K Sell
390
-310
-44% -$67.9K 0.01% 407
2020
Q2 		$131K Sell
700
-140
-17% -$23.6K 0.01% 403
2020
Q1 		$121K Hold
840
– – 0.01% 414
2019
Q4 		$137K Hold
840
– – 0.01% 409
2019
Q3 		$125K Buy
840
+100
+14% +$15.2K 0.01% 416
2019
Q2 		$112K Hold
740
– – 0.01% 410
2019
Q1 		$117K Buy
+740
New +$115K 0.01% 395

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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's CRM Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Salesforce (CRM) stake by 74% in Q2 2026, selling an estimated $3.86M and leaving 7,730 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #370.

Hillsdale Investment Management first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.54M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hillsdale Investment Management held 7,730 shares of Salesforce worth $1.21M as of Q2 2026.
  • Hillsdale Investment Management sold 21,964 Salesforce shares in Q2 2026, an estimated $3.86M.
  • Salesforce made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #370 holding.
  • Hillsdale Investment Management first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Hillsdale Investment Management's Salesforce position peaked at $5.54M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.