HZ
CRM icon

Hixon Zuercher’s Salesforce CRM Stock Holding History

Hixon Zuercher’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 		$2.66M Sell
16,995
-59
-0.3% -$10.4K 0.78% 44
2026
Q1 		$3.18M Buy
17,054
+2,332
+16% +$483K 0.99% 35
2025
Q4 		$3.9M Buy
14,722
+396
+3% +$98.4K 1.18% 30
2025
Q3 		$3.4M Sell
14,326
-43
-0.3% -$10.8K 1.03% 35
2025
Q2 		$3.92M Buy
14,369
+78
+0.5% +$20.9K 1.27% 31
2025
Q1 		$3.84M Buy
14,291
+235
+2% +$73.1K 1.35% 30
2024
Q4 		$4.7M Sell
14,056
-767
-5% -$245K 1.81% 22
2024
Q3 		$4.06M Sell
14,823
-375
-2% -$96.1K 1.59% 27
2024
Q2 		$3.91M Buy
15,198
+1,164
+8% +$311K 1.65% 27
2024
Q1 		$4.23M Buy
14,034
+56
+0.4% +$16.2K 1.79% 26
2023
Q4 		$3.68M Buy
13,978
+343
+3% +$77.6K 1.71% 29
2023
Q3 		$2.76M Buy
13,635
+698
+5% +$151K 1.45% 31
2023
Q2 		$2.73M Buy
12,937
+115
+0.9% +$23.5K 1.38% 30
2023
Q1 		$2.56M Sell
12,822
-2,466
-16% -$417K 1.52% 29
2022
Q4 		$2.03M Buy
15,288
+417
+3% +$60.8K 1.25% 30
2022
Q3 		$2.14M Buy
14,871
+762
+5% +$129K 1.37% 31
2022
Q2 		$2.33M Buy
14,109
+461
+3% +$81.5K 1.51% 32
2022
Q1 		$2.9M Buy
13,648
+605
+5% +$130K 1.56% 28
2021
Q4 		$3.31M Buy
13,043
+280
+2% +$78.7K 1.66% 26
2021
Q3 		$3.46M Buy
12,763
+189
+2% +$48K 2.02% 22
2021
Q2 		$3.07M Sell
12,574
-3,910
-24% -$901K 1.85% 27
2021
Q1 		$3.49M Buy
16,484
+1,114
+7% +$248K 2.31% 19
2020
Q4 		$3.42M Buy
15,370
+437
+3% +$106K 2.38% 19
2020
Q3 		$3.75M Sell
14,933
-2,599
-15% -$569K 2.88% 11
2020
Q2 		$3.28M Buy
17,532
+2,158
+14% +$364K 2.82% 12
2020
Q1 		$2.21M Buy
15,374
+5,087
+49% +$872K 3.19% 14
2019
Q4 		$1.67M Buy
+10,287
New +$1.61M 1.59% 28

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

Hixon Zuercher's CRM Position: Q2 2026 in Review

Hixon Zuercher reduced its Salesforce (CRM) stake by 0.35% in Q2 2026, selling an estimated $10.4K and leaving 16,995 shares worth $2.66M. The position accounts for 0.78% of the portfolio, ranked #44.

Hixon Zuercher first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.7M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hixon Zuercher held 16,995 shares of Salesforce worth $2.66M as of Q2 2026.
  • Hixon Zuercher sold 59 Salesforce shares in Q2 2026, an estimated $10.4K.
  • Salesforce made up 0.78% of Hixon Zuercher's portfolio in Q2 2026, its #44 holding.
  • Hixon Zuercher first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's Salesforce position peaked at $4.7M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.