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Relyea Zuckerberg Hanson’s Salesforce CRM Stock Holding History

Relyea Zuckerberg Hanson’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 		$241K Sell
1,539
-1,648
-52% -$290K 0.02% 269
2026
Q1 		$595K Buy
3,187
+989
+45% +$205K 0.06% 140
2025
Q4 		$582K Sell
2,198
-66
-3% -$16.4K 0.06% 144
2025
Q3 		$537K Sell
2,264
-417
-16% -$105K 0.06% 145
2025
Q2 		$731K Buy
2,681
+356
+15% +$95.2K 0.09% 117
2025
Q1 		$624K Sell
2,325
-11
-0.5% -$3.42K 0.08% 122
2024
Q4 		$781K Buy
2,336
+118
+5% +$37.7K 0.11% 107
2024
Q3 		$607K Buy
2,218
+265
+14% +$67.9K 0.09% 119
2024
Q2 		$502K Buy
1,953
+18
+0.9% +$4.82K 0.08% 124
2024
Q1 		$583K Buy
1,935
+13
+0.7% +$3.75K 0.1% 111
2023
Q4 		$506K Buy
1,922
+148
+8% +$33.5K 0.1% 115
2023
Q3 		$360K Buy
1,774
+13
+0.7% +$2.81K 0.08% 132
2023
Q2 		$372K Buy
1,761
+169
+11% +$34.5K 0.08% 130
2023
Q1 		$318K Buy
+1,592
New +$269K 0.08% 133
2020
Q4 		– Sell
-794
Closed -$205K – 119
2020
Q3 		$205K Buy
+794
New +$174K 0.13% 110

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Relyea Zuckerberg Hanson's CRM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Salesforce (CRM) stake by 52% in Q2 2026, selling an estimated $290K and leaving 1,539 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #269.

Relyea Zuckerberg Hanson first reported a position in CRM in Q3 2020 and has held it in 15 quarters since. The position peaked at $781K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,539 shares of Salesforce worth $241K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 1,648 Salesforce shares in Q2 2026, an estimated $290K.
  • Salesforce made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #269 holding.
  • Relyea Zuckerberg Hanson first reported a position in Salesforce in Q3 2020 and has held it in 15 quarters since.
  • Relyea Zuckerberg Hanson's Salesforce position peaked at $781K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.