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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McHugh Group's CRM Position: Q2 2026 in Review

McHugh Group reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $52.8K and leaving 1,775 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #69.

McHugh Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McHugh Group held 1,775 shares of Salesforce worth $278K as of Q2 2026.
  • McHugh Group sold 300 Salesforce shares in Q2 2026, an estimated $52.8K.
  • Salesforce made up 0.14% of McHugh Group's portfolio in Q2 2026, its #69 holding.
  • McHugh Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • McHugh Group's Salesforce position peaked at $685K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.