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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 		$49.2M Buy
263,700
+219,700
+499% +$45.5M 0.12% 129
2025
Q4 		$11.7M Sell
44,000
-60,300
-58% -$15M 0.04% 400
2025
Q3 		$24.7M Buy
104,300
+56,600
+119% +$14.3M 0.09% 143
2025
Q2 		$13M Buy
47,700
+26,300
+123% +$7.03M 0.06% 238
2025
Q1 		$5.74M Sell
21,400
-6,100
-22% -$1.9M 0.04% 389
2024
Q4 		$9.19M Buy
+27,500
New +$8.78M 0.05% 251
2024
Q1 		– Sell
-6,000
Closed -$1.58M – 2436
2023
Q4 		$1.58M Buy
+6,000
New +$1.36M 0.01% 765
2023
Q2 		– Sell
-1,200
Closed -$239K – 2586
2023
Q1 		$239K Sell
1,200
-1,900
-61% -$321K ﹤0.01% 1843
2022
Q4 		$411K Buy
+3,100
New +$452K 0.01% 1551
2022
Q3 		– Sell
-4,600
Closed -$759K – 2908
2022
Q2 		$759K Buy
+4,600
New +$813K 0.01% 1117
2021
Q4 		– Sell
-16,900
Closed -$4.58M – 3319
2021
Q3 		$4.58M Buy
+16,900
New +$4.29M 0.03% 341
2021
Q2 		– Sell
-22,400
Closed -$4.75M – 2953
2021
Q1 		$4.75M Buy
22,400
+9,300
+71% +$2.07M 0.05% 308
2020
Q4 		$2.92M Buy
13,100
+9,000
+220% +$2.19M 0.06% 238
2020
Q3 		$1.03M Buy
+4,100
New +$898K 0.03% 517
2019
Q4 		– Sell
-13,000
Closed -$1.93M – 1222
2019
Q3 		$1.93M Buy
+13,000
New +$1.98M 0.09% 179

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.