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Berger Financial Group’s Salesforce CRM Stock Holding History

Berger Financial Group’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
Q1 		$325K Sell
1,739
-228
-12% -$47.2K 0.02% 360
2025
Q4 		$521K Sell
1,967
-30
-2% -$7.46K 0.03% 286
2025
Q3 		$473K Sell
1,997
-144
-7% -$36.3K 0.03% 292
2025
Q2 		$584K Sell
2,141
-132
-6% -$35.3K 0.04% 251
2025
Q1 		$610K Buy
2,273
+28
+1% +$8.71K 0.04% 237
2024
Q4 		$750K Sell
2,245
-22
-1% -$7.02K 0.05% 205
2024
Q3 		$621K Buy
2,267
+116
+5% +$29.7K 0.04% 207
2024
Q2 		$553K Buy
2,151
+449
+26% +$120K 0.04% 202
2024
Q1 		$513K Sell
1,702
-56
-3% -$16.2K 0.04% 204
2023
Q4 		$463K Sell
1,758
-89
-5% -$20.1K 0.05% 171
2023
Q3 		$375K Buy
1,847
+20
+1% +$4.32K 0.04% 181
2023
Q2 		$386K Sell
1,827
-140
-7% -$28.6K 0.04% 187
2023
Q1 		$393K Buy
+1,967
New +$332K 0.05% 177
2022
Q4 		– Sell
-1,497
Closed -$215K – 264
2022
Q3 		$215K Sell
1,497
-42
-3% -$7.12K 0.03% 223
2022
Q2 		$254K Buy
1,539
+98
+7% +$17.3K 0.04% 206
2022
Q1 		$306K Buy
1,441
+492
+52% +$106K 0.04% 208
2021
Q4 		$241K Buy
+949
New +$267K 0.03% 233

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Berger Financial Group's CRM Position: Q1 2026 in Review

Berger Financial Group reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $47.2K and leaving 1,739 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #360.

Berger Financial Group first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $750K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Berger Financial Group held 1,739 shares of Salesforce worth $325K as of Q1 2026.
  • Berger Financial Group sold 228 Salesforce shares in Q1 2026, an estimated $47.2K.
  • Salesforce made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #360 holding.
  • Berger Financial Group first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • Berger Financial Group's Salesforce position peaked at $750K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.