MG
CRM icon

McHugh Group’s Salesforce CRM Stock Holding History

McHugh 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
2026
Q3 		$361K Sell
1,575
-200
-11% -$41.3K 0.18% 62
2026
Q2 		$278K Sell
1,775
-300
-14% -$52.8K 0.14% 69
2026
Q1 		$387K Buy
2,075
+25
+1% +$5.18K 0.23% 56
2025
Q4 		$543K Hold
2,050
– – 0.31% 49
2025
Q3 		$486K Sell
2,050
-200
-9% -$50.4K 0.29% 48
2025
Q2 		$614K Hold
2,250
– – 0.41% 38
2025
Q1 		$604K Buy
2,250
+200
+10% +$62.2K 0.46% 34
2024
Q4 		$685K Buy
+2,050
New +$654K 0.51% 30

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

McHugh Group's CRM Position: Q3 2026 in Review

McHugh Group reduced its Salesforce (CRM) stake by 11% in Q3 2026, selling an estimated $41.3K and leaving 1,575 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #62.

McHugh Group first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $685K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • McHugh Group held 1,575 shares of Salesforce worth $361K as of Q3 2026.
  • McHugh Group sold 200 Salesforce shares in Q3 2026, an estimated $41.3K.
  • Salesforce made up 0.18% of McHugh Group's portfolio in Q3 2026, its #62 holding.
  • McHugh Group first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • McHugh Group's Salesforce position peaked at $685K in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.