HWG Holdings’s Salesforce CRM Stock Holding History

HWG Holdings’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 Q2	–	Sell	-4,269	Closed	-$1.15M	–	71
2025 Q1	$1.15M	Sell	4,269 -1,396	-25%	-$434K	0.51%	26
2024 Q4	$1.89M	Buy	+5,665	New	+$1.81M	0.62%	31
2023 Q4	$1.06M	Buy	4,016 +3,980	+11,056%	+$901K	0.47%	34
2023 Q3	$7.3K	Hold	36	–	–	﹤0.01%	101
2023 Q2	$7.61K	Buy	+36	New	+$7.35K	﹤0.01%	106
2019 Q2	–	Sell	-7,105	Closed	-$1.13M	–	118
2019 Q1	$1.13M	Buy	+7,105	New	+$1.1M	1.12%	23
2018 Q4	–	Sell	-7	Closed	-$1K	–	92
2018 Q3	$1K	Sell	7 -14,854	-100%	-$2.2M	﹤0.01%	89
2018 Q2	$2.03M	Sell	14,861 -5,511	-27%	-$703K	1.68%	17
2018 Q1	$2.37M	Buy	20,372 +17,594	+633%	+$2.02M	2.2%	12
2017 Q4	$284K	Buy	+2,778	New	+$283K	0.24%	55

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

HWG Holdings's CRM Position: Q2 2025 in Review

HWG Holdings sold out of Salesforce (CRM) in Q2 2025, closing a stake of 4,269 shares — an estimated $1.15M sold.

HWG Holdings first reported a position in CRM in Q4 2017 and held it in 10 quarters. The position peaked at $2.37M in Q1 2018. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

HWG Holdings reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 4,269 Salesforce shares in Q2 2025, an estimated $1.15M.
HWG Holdings first reported a position in Salesforce in Q4 2017 and held it in 10 quarters.
HWG Holdings's Salesforce position peaked at $2.37M in Q1 2018.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.