Hughes Financial Services’s Salesforce CRM Stock Holding History

Hughes Financial Services’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	$138K	Sell	883 -10	-1%	-$1.76K	0.02%	114
2026 Q1	$167K	Buy	893 +62	+7%	+$12.8K	0.03%	89
2025 Q4	$220K	Sell	831 -3	-0.4%	-$746	0.03%	69
2025 Q3	$202K	Buy	834 +57	+7%	+$14.4K	0.03%	71
2025 Q2	$194K	Buy	777 +18	+2%	+$4.81K	0.03%	71
2025 Q1	$205K	Buy	759 +2	+0.3%	+$622	0.04%	66
2024 Q4	$253K	Buy	+757	New	+$242K	0.05%	52

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hughes Financial Services's CRM Position: Q2 2026 in Review

Hughes Financial Services reduced its Salesforce (CRM) stake by 1.1% in Q2 2026, selling an estimated $1.76K and leaving 883 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #114.

Hughes Financial Services first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Hughes Financial Services held 883 shares of Salesforce worth $138K as of Q2 2026.
Hughes Financial Services sold 10 Salesforce shares in Q2 2026, an estimated $1.76K.
Salesforce made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #114 holding.
Hughes Financial Services first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Salesforce position peaked at $253K in Q4 2024.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.