HMS Capital Management’s Salesforce CRM Stock Holding History

HMS Capital 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 Q3	–	Sell	-794	Closed	-$217K	–	109
2025 Q2	$217K	Buy	+794	New	+$212K	0.1%	105
2025 Q1	–	Sell	-794	Closed	-$265K	–	106
2024 Q4	$265K	Hold	794	–	–	0.13%	97
2024 Q3	$217K	Hold	794	–	–	0.11%	106
2024 Q2	$204K	Hold	794	–	–	0.11%	106
2024 Q1	$239K	Hold	794	–	–	0.13%	101
2023 Q4	$209K	Buy	+794	New	+$180K	0.13%	105
2022 Q3	–	Sell	-1,226	Closed	-$202K	–	118
2022 Q2	$202K	Buy	+1,226	New	+$217K	0.1%	120
2022 Q1	–	Sell	-945	Closed	-$240K	–	125
2021 Q4	$240K	Hold	945	–	–	0.1%	114
2021 Q3	$256K	Hold	945	–	–	0.12%	117
2021 Q2	$231K	Buy	+945	New	+$218K	0.1%	122
2020 Q4	–	Sell	-1,094	Closed	-$275K	–	157
2020 Q3	$275K	Sell	1,094 -300	-22%	-$65.7K	0.11%	140
2020 Q2	$261K	Hold	1,394	–	–	0.11%	134
2020 Q1	$201K	Hold	1,394	–	–	0.2%	78
2019 Q4	$227K	Hold	1,394	–	–	0.1%	144
2019 Q3	$207K	Hold	1,394	–	–	0.08%	178
2019 Q2	$212K	Hold	1,394	–	–	0.09%	141
2019 Q1	$221K	Sell	1,394 -2,172	-61%	-$337K	0.09%	143
2018 Q4	$488K	Hold	3,566	–	–	0.25%	101
2018 Q3	$567K	Hold	3,566	–	–	0.28%	106
2018 Q2	$486K	Buy	+3,566	New	+$455K	0.28%	105

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HMS Capital Management's CRM Position: Q3 2025 in Review

HMS Capital Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 794 shares — an estimated $217K sold.

HMS Capital Management first reported a position in CRM in Q2 2018 and held it in 20 quarters. The position peaked at $567K in Q3 2018. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

HMS Capital Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
HMS Capital Management sold 794 Salesforce shares in Q3 2025, an estimated $217K.
HMS Capital Management first reported a position in Salesforce in Q2 2018 and held it in 20 quarters.
HMS Capital Management's Salesforce position peaked at $567K in Q3 2018.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on HMS Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.