BFS
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return