Van Hulzen Asset Management’s Salesforce CRM Stock Holding History

Van Hulzen Asset Management’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	$335K	Buy	2,136 +901	+73%	+$158K	0.02%	301
2026 Q1	$230K	Buy	+1,235	New	+$256K	0.02%	329
2025 Q3	–	Sell	-742	Closed	-$202K	–	339
2025 Q2	$202K	Buy	+742	New	+$198K	0.02%	309
2025 Q1	–	Sell	-656	Closed	-$219K	–	465
2024 Q4	$219K	Buy	+656	New	+$209K	0.02%	297
2024 Q3	–	Sell	-919	Closed	-$236K	–	324
2024 Q2	$236K	Sell	919 -10,428	-92%	-$2.79M	0.02%	280
2024 Q1	$3.42M	Sell	11,347 -34	-0.3%	-$9.81K	0.23%	84
2023 Q4	$3M	Sell	11,381 -3,364	-23%	-$761K	0.21%	83
2023 Q3	$2.99M	Buy	+14,745	New	+$3.19M	0.23%	76
2023 Q2	–	Sell	-7,114	Closed	-$1.42M	–	310
2023 Q1	$1.42M	Sell	7,114 -175	-2%	-$29.6K	0.13%	100
2022 Q4	$966K	Sell	7,289 -594	-8%	-$86.7K	0.11%	123
2022 Q3	$1.13M	Sell	7,883 -301	-4%	-$51K	0.14%	110
2022 Q2	$1.35M	Sell	8,184 -14,398	-64%	-$2.54M	0.16%	103
2022 Q1	$4.79M	Buy	22,582 +10,312	+84%	+$2.22M	0.51%	57
2021 Q4	$3.14M	Buy	+12,270	New	+$3.45M	0.34%	69
2021 Q1	–	Sell	-2,089	Closed	-$465K	–	275
2020 Q4	$465K	Sell	2,089 -18,050	-90%	-$4.39M	0.07%	152
2020 Q3	$5.06M	Buy	+20,139	New	+$4.41M	0.76%	45

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Van Hulzen Asset Management's CRM Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Salesforce (CRM) stake by 73% in Q2 2026, buying an estimated $158K and bringing the position to 2,136 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #301.

Van Hulzen Asset Management first reported a position in CRM in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.06M in Q3 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Van Hulzen Asset Management held 2,136 shares of Salesforce worth $335K as of Q2 2026.
Van Hulzen Asset Management bought 901 Salesforce shares in Q2 2026, an estimated $158K.
Salesforce made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #301 holding.
Van Hulzen Asset Management first reported a position in Salesforce in Q3 2020 and has held it in 16 quarters since.
Van Hulzen Asset Management's Salesforce position peaked at $5.06M in Q3 2020.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.