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	$47K	Hold	300	–	–	﹤0.01%	1339
2026 Q1	$56K	Sell	300 -6,200	-95%	-$1.28M	﹤0.01%	1100
2025 Q4	$1.72M	Buy	6,500 +1,400	+27%	+$348K	0.04%	231
2025 Q3	$1.21M	Buy	5,100 +1,000	+24%	+$252K	0.04%	256
2025 Q2	$1.12M	Buy	4,100 +2,900	+242%	+$775K	0.04%	250
2025 Q1	$322K	Buy	1,200 +200	+20%	+$62.2K	0.01%	430
2024 Q4	$215K	Sell	1,000 -100	-9%	-$31.9K	0.01%	488
2024 Q3	$171K	Buy	1,100 +500	+83%	+$128K	0.01%	488
2024 Q2	$154K	Buy	+600	New	+$161K	0.01%	459

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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. 1,100 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.
1,100 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.