Hutchens & Kramer Investment Management Group’s Salesforce CRM Stock Holding History

Hutchens & Kramer Investment Management Group’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
2025 Q3	–	Sell	-1,023	Closed	-$278K	–	175
2025 Q2	$278K	Buy	1,023 +1	+0.1%	+$267	0.13%	120
2025 Q1	$274K	Sell	1,022 -16	-2%	-$4.98K	0.15%	113
2024 Q4	$347K	Buy	1,038 +125	+14%	+$39.9K	0.19%	92
2024 Q3	$247K	Buy	913 +24	+3%	+$6.15K	0.14%	133
2024 Q2	$228K	Buy	889 +33	+4%	+$8.83K	0.13%	133
2024 Q1	$259K	Buy	856 +48	+6%	+$13.8K	0.15%	120
2023 Q4	$213K	Buy	+808	New	+$183K	0.15%	116
2022 Q4	–	Sell	-1,354	Closed	-$200K	–	111
2022 Q3	$200K	Sell	1,354 -95	-7%	-$16.1K	0.16%	89
2022 Q2	$244K	Buy	1,449 +55	+4%	+$9.72K	0.18%	90
2022 Q1	$296K	Sell	1,394 -4	-0.3%	-$861	0.16%	90
2021 Q4	$305K	Buy	+1,398	New	+$393K	0.19%	81

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's CRM Position: Q3 2025 in Review

Hutchens & Kramer Investment Management Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,023 shares — an estimated $278K sold.

Hutchens & Kramer Investment Management Group first reported a position in CRM in Q4 2021 and held it in 11 quarters. The position peaked at $347K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Hutchens & Kramer Investment Management Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 1,023 Salesforce shares in Q3 2025, an estimated $278K.
Hutchens & Kramer Investment Management Group first reported a position in Salesforce in Q4 2021 and held it in 11 quarters.
Hutchens & Kramer Investment Management Group's Salesforce position peaked at $347K in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2025, filed 3 Nov 2025.