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	$2.89M	Sell	15,500 -44,100	-74%	-$9.14M	0.01%	1349
2025 Q4	$15.8M	Sell	59,600 -108,500	-65%	-$27M	0.05%	295
2025 Q3	$39.8M	Buy	168,100 +132,800	+376%	+$33.5M	0.15%	83
2025 Q2	$9.63M	Buy	35,300 +24,400	+224%	+$6.52M	0.04%	319
2025 Q1	$2.92M	Buy	+10,900	New	+$3.39M	0.02%	654
2023 Q3	–	Sell	-9,800	Closed	-$2.07M	–	2497
2023 Q2	$2.07M	Buy	+9,800	New	+$2M	0.02%	602
2022 Q1	–	Sell	-2,600	Closed	-$660K	–	3221
2021 Q4	$660K	Sell	2,600 -5,900	-69%	-$1.66M	﹤0.01%	1544
2021 Q3	$2.31M	Buy	+8,500	New	+$2.16M	0.01%	643
2021 Q2	–	Sell	-31,100	Closed	-$6.59M	–	2952
2021 Q1	$6.59M	Sell	31,100 -6,700	-18%	-$1.49M	0.07%	216
2020 Q4	$8.41M	Buy	37,800 +23,500	+164%	+$5.71M	0.17%	96
2020 Q3	$3.59M	Buy	14,300 +5,800	+68%	+$1.27M	0.1%	129
2020 Q2	$1.59M	Buy	+8,500	New	+$1.43M	0.05%	401

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

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.