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Berkeley Capital Partners’s Salesforce CRM Stock Holding History

Berkeley Capital Partners’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 		– Sell
-1,535
Closed -$407K – 187
2025
Q4 		$407K Buy
1,535
+104
+7% +$25.8K 0.1% 144
2025
Q3 		$339K Sell
1,431
-109
-7% -$27.5K 0.08% 144
2025
Q2 		$420K Sell
1,540
-51
-3% -$13.6K 0.11% 128
2025
Q1 		$427K Buy
1,591
+67
+4% +$20.8K 0.12% 124
2024
Q4 		$510K Buy
1,524
+214
+16% +$68.3K 0.14% 115
2024
Q3 		$359K Hold
1,310
– – 0.1% 136
2024
Q2 		$337K Sell
1,310
-93
-7% -$24.9K 0.1% 137
2024
Q1 		$423K Buy
1,403
+5
+0.4% +$1.44K 0.13% 124
2023
Q4 		$368K Buy
1,398
+11
+0.8% +$2.49K 0.12% 125
2023
Q3 		$281K Buy
1,387
+7
+0.5% +$1.51K 0.1% 129
2023
Q2 		$292K Buy
1,380
+36
+3% +$7.35K 0.1% 126
2023
Q1 		$269K Buy
+1,344
New +$227K 0.1% 127
2022
Q2 		– Sell
-1,353
Closed -$287K – 142
2022
Q1 		$287K Buy
1,353
+167
+14% +$35.9K 0.11% 127
2021
Q4 		$301K Buy
1,186
+177
+18% +$49.7K 0.12% 110
2021
Q3 		$274K Buy
1,009
+57
+6% +$14.5K 0.13% 105
2021
Q2 		$233K Buy
+952
New +$219K 0.1% 127
2020
Q4 		– Sell
-1,059
Closed -$266K – 116
2020
Q3 		$266K Buy
+1,059
New +$232K 0.16% 84
2017
Q2 		– Sell
-3,672
Closed -$264K – 114
2017
Q1 		$264K Sell
3,672
-545
-13% -$43.5K 0.18% 105
2016
Q4 		$256K Buy
4,217
+543
+15% +$39.4K 0.18% 98
2016
Q3 		$228K Buy
+3,674
New +$287K 0.16% 100

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Berkeley Capital Partners's CRM Position: Q1 2026 in Review

Berkeley Capital Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,535 shares — an estimated $407K sold.

Berkeley Capital Partners first reported a position in CRM in Q3 2016 and held it in 20 quarters. The position peaked at $510K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Berkeley Capital Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Berkeley Capital Partners sold 1,535 Salesforce shares in Q1 2026, an estimated $407K.
  • Berkeley Capital Partners first reported a position in Salesforce in Q3 2016 and held it in 20 quarters.
  • Berkeley Capital Partners's Salesforce position peaked at $510K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.