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Barrett & Company’s Salesforce CRM Stock Holding History

Barrett & Company’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 		$19.4K Buy
124
+14
+13% +$2.46K 0.01% 432
2026
Q1 		$20.5K Hold
110
– – 0.01% 394
2025
Q4 		$29.1K Hold
110
– – 0.01% 352
2025
Q3 		$26.1K Hold
110
– – 0.01% 373
2025
Q2 		$30K Hold
110
– – 0.01% 363
2025
Q1 		$29.5K Hold
110
– – 0.01% 333
2024
Q4 		$36.8K Hold
110
– – 0.02% 311
2024
Q3 		$30.1K Hold
110
– – 0.01% 322
2024
Q2 		$28.3K Sell
110
-175
-61% -$46.8K 0.01% 336
2024
Q1 		$85.8K Buy
285
+175
+159% +$50.5K 0.04% 214
2023
Q4 		$28.9K Hold
110
– – 0.02% 305
2023
Q3 		$22.3K Hold
110
– – 0.01% 327
2023
Q2 		$23.2K Hold
110
– – 0.01% 331
2023
Q1 		$22K Hold
110
– – 0.01% 317
2022
Q4 		$14.6K Hold
110
– – 0.01% 349
2022
Q3 		$14.6K Buy
+110
New +$18.7K 0.01% 349

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

Barrett & Company's CRM Position: Q2 2026 in Review

Barrett & Company increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $2.46K and bringing the position to 124 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #432.

Barrett & Company first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $85.8K in Q1 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Barrett & Company held 124 shares of Salesforce worth $19.4K as of Q2 2026.
  • Barrett & Company bought 14 Salesforce shares in Q2 2026, an estimated $2.46K.
  • Salesforce made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #432 holding.
  • Barrett & Company first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Salesforce position peaked at $85.8K in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.