Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Hoxton Planning & Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −984−100.0% | Sold out | Holders |
| Q4 2025 | 984 | $260.7K | 0.1% | −92−8.6% | Reduced | Holders |
| Q3 2025 | 1,076 | $255.0K | 0.1% | +11+1.0% | Added | Holders |
| Q2 2025 | 1,065 | $290.4K | 0.1% | +169+18.9% | Added | Holders |
| Q1 2025 | 896 | $240.5K | 0.1% | −20−2.2% | Reduced | Holders |
| Q4 2024 | 916 | $306.2K | 0.1% | +105+12.9% | Added | Holders |
| Q3 2024 | 811 | $222.0K | 0.1% | +811 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −730−100.0% | Sold out | Holders |
| Q1 2024 | 730 | $219.9K | 0.1% | +730 | New | Holders |