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HUB Investment Partners’s Salesforce CRM Stock Holding History

HUB Investment Partners’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
Q2 		$7.87M Buy
50,268
+1,916
+4% +$337K 0.14% 129
2026
Q1 		$9.03M Sell
48,352
-6,685
-12% -$1.39M 0.22% 100
2025
Q4 		$14.6M Buy
55,037
+184
+0.3% +$45.7K 0.38% 52
2025
Q3 		$13M Sell
54,853
-11,353
-17% -$2.86M 0.43% 52
2025
Q2 		$18.1M Buy
66,206
+601
+0.9% +$161K 0.6% 36
2025
Q1 		$17.6M Sell
65,605
-202
-0.3% -$62.8K 0.7% 35
2024
Q4 		$22M Sell
65,807
-5,743
-8% -$1.83M 0.92% 23
2024
Q3 		$19.6M Sell
71,550
-754
-1% -$193K 0.85% 26
2024
Q2 		$18.6M Buy
72,304
+238
+0.3% +$63.7K 0.7% 26
2024
Q1 		$21.7M Buy
72,066
+1,489
+2% +$430K 1.18% 16
2023
Q4 		$18.6M Buy
70,577
+66,001
+1,442% +$14.9M 1.27% 14
2023
Q3 		$928K Buy
4,576
+574
+14% +$124K 0.14% 96
2023
Q2 		$845K Sell
4,002
-151
-4% -$30.8K 0.14% 104
2023
Q1 		$830K Buy
+4,153
New +$701K 0.17% 98
2022
Q4 		– Sell
-4,099
Closed -$590K – 137
2022
Q3 		$590K Buy
+4,099
New +$695K 0.18% 93
2022
Q2 		– Sell
-1,209
Closed -$257K – 171
2022
Q1 		$257K Sell
1,209
-460
-28% -$99K 0.06% 156
2021
Q4 		$424K Sell
1,669
-420
-20% -$118K 0.1% 127
2021
Q3 		$567K Buy
2,089
+13
+0.6% +$3.3K 0.13% 130
2021
Q2 		$507K Buy
2,076
+85
+4% +$19.6K 0.14% 122
2021
Q1 		$422K Buy
1,991
+858
+76% +$191K 0.12% 133
2020
Q4 		$285K Buy
+1,133
New +$276K 0.13% 122

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HUB Investment Partners's CRM Position: Q2 2026 in Review

HUB Investment Partners increased its Salesforce (CRM) stake by 4% in Q2 2026, buying an estimated $337K and bringing the position to 50,268 shares worth $7.87M. The position accounts for 0.14% of the portfolio, ranked #129.

HUB Investment Partners first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $22M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HUB Investment Partners held 50,268 shares of Salesforce worth $7.87M as of Q2 2026.
  • HUB Investment Partners bought 1,916 Salesforce shares in Q2 2026, an estimated $337K.
  • Salesforce made up 0.14% of HUB Investment Partners's portfolio in Q2 2026, its #129 holding.
  • HUB Investment Partners first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's Salesforce position peaked at $22M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.