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Bard Financial Services’s Salesforce CRM Stock Holding History

Bard Financial Services’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
2025
Q3 		$1.47M Hold
6,200
– – 0.16% 100
2025
Q2 		$1.69M Sell
6,200
-125
-2% -$33.4K 0.2% 93
2025
Q1 		$1.7M Sell
6,325
-610
-9% -$190K 0.21% 90
2024
Q4 		$2.32M Hold
6,935
– – 0.28% 79
2024
Q3 		$1.9M Sell
6,935
-550
-7% -$141K 0.22% 88
2024
Q2 		$1.92M Buy
7,485
+650
+10% +$174K 0.2% 89
2024
Q1 		$2.06M Sell
6,835
-250
-4% -$72.1K 0.22% 90
2023
Q4 		$1.86M Sell
7,085
-10
-0.1% -$2.26K 0.21% 90
2023
Q3 		$1.44M Buy
7,095
+210
+3% +$45.4K 0.18% 96
2023
Q2 		$1.45M Sell
6,885
-575
-8% -$117K 0.11% 138
2023
Q1 		$1.49M Buy
7,460
+450
+6% +$76K 0.12% 135
2022
Q4 		$929K Sell
7,010
-425
-6% -$62K 0.08% 168
2022
Q3 		$1.07M Buy
7,435
+275
+4% +$46.6K 0.1% 149
2022
Q2 		$1.18M Buy
7,160
+1,250
+21% +$221K 0.11% 143
2022
Q1 		$1.25M Buy
5,910
+425
+8% +$91.5K 0.1% 136
2021
Q4 		$1.39M Hold
5,485
– – 0.11% 127
2021
Q3 		$1.49M Buy
5,485
+75
+1% +$19K 0.13% 122
2021
Q2 		$1.32M Buy
5,410
+400
+8% +$92.2K 0.12% 127
2021
Q1 		$1.06M Buy
5,010
+300
+6% +$66.8K 0.1% 137
2020
Q4 		$1.05M Buy
+4,710
New +$1.15M 0.11% 131

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's CRM Position: Q3 2025 in Review

Bard Financial Services held its Salesforce (CRM) position steady in Q3 2025 at 6,200 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #100.

Bard Financial Services first reported a position in CRM in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.32M in Q4 2024. 2,814 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Bard Financial Services held 6,200 shares of Salesforce worth $1.47M as of Q3 2025.
  • Bard Financial Services left its Salesforce share count unchanged in Q3 2025.
  • Salesforce made up 0.16% of Bard Financial Services's portfolio in Q3 2025, its #100 holding.
  • Bard Financial Services first reported a position in Salesforce in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Salesforce position peaked at $2.32M in Q4 2024.
  • 2,814 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.