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HRT Financial’s Salesforce CRM Stock Holding History

HRT Financial’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 		$13M Buy
69,589
+9,069
+15% +$1.88M 0.03% 513
2025
Q4 		$16M Buy
+60,520
New +$15M 0.05% 288
2025
Q3 		– Sell
-319,120
Closed -$80.5M – 2975
2025
Q2 		$87M Buy
+319,120
New +$85.3M 0.38% 30
2025
Q1 		– Sell
-203,628
Closed -$63.3M – 2639
2024
Q4 		$68.1M Buy
+203,628
New +$65M 0.35% 38
2024
Q2 		– Sell
-176,129
Closed -$53M – 2352
2024
Q1 		$53M Buy
176,129
+157,598
+850% +$45.5M 0.33% 28
2023
Q4 		$4.88M Sell
18,531
-14,159
-43% -$3.2M 0.04% 307
2023
Q3 		$6.63M Sell
32,690
-3,965
-11% -$857K 0.07% 208
2023
Q2 		$7.74M Buy
+36,655
New +$7.48M 0.07% 187
2023
Q1 		– Sell
-5,963
Closed -$1.01M – 2587
2022
Q4 		$790K Buy
+5,963
New +$870K 0.01% 1108
2022
Q2 		– Sell
-48,095
Closed -$8.5M – 3039
2022
Q1 		$10.2M Buy
+48,095
New +$10.4M 0.07% 148
2021
Q4 		– Sell
-61,274
Closed -$17.2M – 3318
2021
Q3 		$16.6M Sell
61,274
-137,304
-69% -$34.9M 0.1% 99
2021
Q2 		$48.5M Buy
198,578
+176,205
+788% +$40.6M 0.44% 30
2021
Q1 		$4.74M Buy
+22,373
New +$4.98M 0.05% 309
2020
Q2 		– Sell
-17,929
Closed -$3.02M – 1566
2020
Q1 		$2.58M Buy
+17,929
New +$3.07M 0.17% 112
2019
Q4 		– Sell
-14,185
Closed -$2.1M – 1221
2019
Q3 		$2.1M Buy
14,185
+7,915
+126% +$1.2M 0.1% 159
2019
Q2 		$951K Buy
6,270
+1,964
+46% +$308K 0.06% 281
2019
Q1 		$681K Buy
+4,306
New +$667K 0.11% 138
2018
Q3 		– Sell
-9,768
Closed -$1.33M – 420
2018
Q2 		$1.33M Buy
+9,768
New +$1.25M 0.48% 34

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

HRT Financial's CRM Position: Q1 2026 in Review

HRT Financial increased its Salesforce (CRM) stake by 15% in Q1 2026, buying an estimated $1.88M and bringing the position to 69,589 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #513.

HRT Financial first reported a position in CRM in Q2 2018 and has held it in 18 quarters since. The position peaked at $87M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • HRT Financial held 69,589 shares of Salesforce worth $13M as of Q1 2026.
  • HRT Financial bought 9,069 Salesforce shares in Q1 2026, an estimated $1.88M.
  • Salesforce made up 0.03% of HRT Financial's portfolio in Q1 2026, its #513 holding.
  • HRT Financial first reported a position in Salesforce in Q2 2018 and has held it in 18 quarters since.
  • HRT Financial's Salesforce position peaked at $87M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.