Hoxton Planning & Management’s Salesforce CRM Stock Holding History

Hoxton Planning & 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 Q1	–	Sell	-984	Closed	-$261K	–	221
2025 Q4	$261K	Sell	984 -92	-9%	-$22.9K	0.08%	179
2025 Q3	$255K	Buy	1,076 +11	+1%	+$2.77K	0.08%	174
2025 Q2	$290K	Buy	1,065 +169	+19%	+$45.2K	0.1%	160
2025 Q1	$240K	Sell	896 -20	-2%	-$6.22K	0.09%	169
2024 Q4	$306K	Buy	916 +105	+13%	+$33.5K	0.12%	154
2024 Q3	$222K	Buy	+811	New	+$208K	0.09%	189
2024 Q2	–	Sell	-730	Closed	-$220K	–	161
2024 Q1	$220K	Buy	+730	New	+$211K	0.11%	145

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hoxton Planning & Management's CRM Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 984 shares — an estimated $261K sold.

Hoxton Planning & Management first reported a position in CRM in Q1 2024 and held it in 7 quarters. The position peaked at $306K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Hoxton Planning & Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Hoxton Planning & Management sold 984 Salesforce shares in Q1 2026, an estimated $261K.
Hoxton Planning & Management first reported a position in Salesforce in Q1 2024 and held it in 7 quarters.
Hoxton Planning & Management's Salesforce position peaked at $306K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.