HWM
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Hohimer Wealth Management’s Salesforce CRM Stock Holding History

Hohimer Wealth 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 		$2.97M Buy
18,954
+818
+5% +$144K 0.3% 104
2026
Q1 		$3.39M Buy
18,136
+12,045
+198% +$2.5M 0.4% 81
2025
Q4 		$1.61M Sell
6,091
-7,264
-54% -$1.81M 0.22% 117
2025
Q3 		$3.17M Buy
13,355
+12,151
+1,009% +$3.06M 0.44% 83
2025
Q2 		$328K Buy
1,204
+63
+6% +$16.8K 0.06% 177
2025
Q1 		$306K Sell
1,141
-3,825
-77% -$1.19M 0.06% 194
2024
Q4 		$1.66M Buy
4,966
+425
+9% +$136K 0.31% 89
2024
Q3 		$1.24M Buy
4,541
+154
+4% +$39.4K 0.27% 97
2024
Q2 		$1.13M Buy
+4,387
New +$1.17M 0.26% 101
2022
Q4 		– Sell
-17,131
Closed -$2.46M – 181
2022
Q3 		$2.46M Buy
17,131
+223
+1% +$37.8K 0.79% 54
2022
Q2 		$2.79M Sell
16,908
-1,745
-9% -$308K 0.82% 49
2022
Q1 		$3.96M Buy
18,653
+747
+4% +$161K 0.78% 38
2021
Q4 		$4.55M Sell
17,906
-1,064
-6% -$299K 0.96% 25
2021
Q3 		$5.14M Buy
18,970
+1,666
+10% +$423K 1.08% 22
2021
Q2 		$4.23M Buy
17,304
+790
+5% +$182K 0.87% 38
2021
Q1 		$3.5M Buy
16,514
+1,425
+9% +$317K 0.85% 39
2020
Q4 		$3.36M Buy
15,089
+108
+0.7% +$26.3K 0.89% 30
2020
Q3 		$3.82M Buy
14,981
+232
+2% +$50.8K 1.09% 19
2020
Q2 		$2.76M Buy
14,749
+3,012
+26% +$508K 0.95% 26
2020
Q1 		$1.85M Sell
11,737
-256
-2% -$43.9K 0.78% 47
2019
Q4 		$1.95M Buy
+11,993
New +$1.88M 0.68% 48

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

Hohimer Wealth Management's CRM Position: Q2 2026 in Review

Hohimer Wealth Management increased its Salesforce (CRM) stake by 4.5% in Q2 2026, buying an estimated $144K and bringing the position to 18,954 shares worth $2.97M. The position accounts for 0.3% of the portfolio, ranked #104.

Hohimer Wealth Management first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.14M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hohimer Wealth Management held 18,954 shares of Salesforce worth $2.97M as of Q2 2026.
  • Hohimer Wealth Management bought 818 Salesforce shares in Q2 2026, an estimated $144K.
  • Salesforce made up 0.3% of Hohimer Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Hohimer Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
  • Hohimer Wealth Management's Salesforce position peaked at $5.14M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.