BFG
CRM icon

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
Q2 		$254K Sell
1,619
-120
-7% -$21.1K 0.01% 411
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 $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

Berger Financial Group's CRM Position: Q2 2026 in Review

Berger Financial Group reduced its Salesforce (CRM) stake by 6.9% in Q2 2026, selling an estimated $21.1K and leaving 1,619 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #411.

Berger Financial Group first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $750K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Berger Financial Group held 1,619 shares of Salesforce worth $254K as of Q2 2026.
  • Berger Financial Group sold 120 Salesforce shares in Q2 2026, an estimated $21.1K.
  • Salesforce made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #411 holding.
  • Berger Financial Group first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Berger Financial Group's Salesforce position peaked at $750K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.