HFRG
CRM icon

Houlihan Financial Resource Group’s Salesforce CRM Stock Holding History

Houlihan Financial Resource Group’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
Q1 		$2.09M Sell
11,208
-90
-0.8% -$18.6K 0.82% 36
2025
Q4 		$2.75M Buy
11,298
+6,071
+116% +$1.51M 1.04% 33
2025
Q3 		$1.24M Sell
5,227
-6,355
-55% -$1.6M 1.09% 30
2025
Q2 		$3.08M Buy
11,582
+259
+2% +$69.2K 1.28% 28
2025
Q1 		$3.04M Sell
11,323
-384
-3% -$119K 1.36% 28
2024
Q4 		$3.91M Sell
11,707
-226
-2% -$72.1K 1.67% 22
2024
Q3 		$3.27M Buy
11,933
+26
+0.2% +$6.66K 1.35% 27
2024
Q2 		$3.06M Buy
11,907
+63
+0.5% +$16.9K 2.09% 19
2024
Q1 		$3.57M Sell
11,844
-2
-0% -$577 1.6% 23
2023
Q4 		$3.12M Buy
11,846
+296
+3% +$67K 1.51% 26
2023
Q3 		$2.33M Sell
11,550
-308,257
-96% -$66.6M 1.25% 28
2023
Q2 		$65.3M Buy
319,807
+308,237
+2,664% +$62.9M 2.03% 17
2023
Q1 		$2.31M Buy
11,570
+195
+2% +$32.9K 1.26% 26
2022
Q4 		$1.67M Sell
11,375
-613
-5% -$89.4K 0.96% 28
2022
Q3 		$1.66M Buy
+11,988
New +$2.03M 1.01% 29
2020
Q3 		$2.5M Buy
+9,850
New +$2.16M 1.45% 23
2020
Q1 		$839K Buy
5,826
+35
+0.6% +$6K 0.73% 38
2019
Q4 		$942K Buy
+5,791
New +$908K 0.61% 42

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Houlihan Financial Resource Group's CRM Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its Salesforce (CRM) stake by 0.8% in Q1 2026, selling an estimated $18.6K and leaving 11,208 shares worth $2.09M. The position accounts for 0.82% of the portfolio, ranked #36.

Houlihan Financial Resource Group first reported a position in CRM in Q4 2019 and has held it in 18 quarters since. The position peaked at $65.3M in Q2 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Houlihan Financial Resource Group held 11,208 shares of Salesforce worth $2.09M as of Q1 2026.
  • Houlihan Financial Resource Group sold 90 Salesforce shares in Q1 2026, an estimated $18.6K.
  • Salesforce made up 0.82% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #36 holding.
  • Houlihan Financial Resource Group first reported a position in Salesforce in Q4 2019 and has held it in 18 quarters since.
  • Houlihan Financial Resource Group's Salesforce position peaked at $65.3M in Q2 2023.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.