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BFSG LLC’s Salesforce CRM Stock Holding History

BFSG LLC’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 		$2.84M Buy
15,217
+4,660
+44% +$965K 0.27% 111
2025
Q4 		$2.8M Buy
10,557
+511
+5% +$127K 0.27% 111
2025
Q3 		$2.38M Buy
10,046
+9,684
+2,675% +$2.44M 0.23% 124
2025
Q2 		$98.7K Sell
362
-3,436
-90% -$919K 0.01% 327
2025
Q1 		$1.02M Sell
3,798
-104
-3% -$32.3K 0.12% 152
2024
Q4 		$1.3M Sell
3,902
-152
-4% -$48.5K 0.15% 138
2024
Q3 		$1.11M Buy
4,054
+183
+5% +$46.9K 0.13% 145
2024
Q2 		$995K Sell
3,871
-19
-0.5% -$5.08K 0.13% 148
2024
Q1 		$1.17M Sell
3,890
-176
-4% -$50.8K 0.15% 133
2023
Q4 		$1.07M Sell
4,066
-246
-6% -$55.7K 0.16% 134
2023
Q3 		$874K Sell
4,312
-155
-3% -$33.5K 0.14% 143
2023
Q2 		$944K Buy
4,467
+167
+4% +$34.1K 0.16% 136
2023
Q1 		$859K Buy
+4,300
New +$726K 0.16% 136
2022
Q1 		– Sell
-15,940
Closed -$4.05M – 206
2021
Q4 		$4.05M Buy
15,940
+465
+3% +$131K 0.56% 61
2021
Q3 		$4.2M Buy
15,475
+735
+5% +$187K 0.64% 52
2021
Q2 		$3.6M Buy
14,740
+1,110
+8% +$256K 0.65% 54
2021
Q1 		$2.89M Buy
13,630
+215
+2% +$47.9K 0.47% 70
2020
Q4 		$2.98M Buy
13,415
+1,095
+9% +$266K 0.5% 62
2020
Q3 		$3.1M Buy
12,320
+1,200
+11% +$263K 0.58% 55
2020
Q2 		$2.08M Buy
11,120
+530
+5% +$89.3K 0.45% 69
2020
Q1 		$1.52M Buy
10,590
+35
+0.3% +$6K 0.39% 78
2019
Q4 		$1.72M Buy
+10,555
New +$1.65M 0.32% 91
2018
Q4 		– Sell
-4,291
Closed -$682K – 99
2018
Q3 		$682K Buy
4,291
+147
+4% +$21.8K 0.29% 69
2018
Q2 		$565K Buy
+4,144
New +$529K 0.25% 77

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

BFSG LLC's CRM Position: Q1 2026 in Review

BFSG LLC increased its Salesforce (CRM) stake by 44% in Q1 2026, buying an estimated $965K and bringing the position to 15,217 shares worth $2.84M. The position accounts for 0.27% of the portfolio, ranked #111.

BFSG LLC first reported a position in CRM in Q2 2018 and has held it in 24 quarters since. The position peaked at $4.2M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • BFSG LLC held 15,217 shares of Salesforce worth $2.84M as of Q1 2026.
  • BFSG LLC bought 4,660 Salesforce shares in Q1 2026, an estimated $965K.
  • Salesforce made up 0.27% of BFSG LLC's portfolio in Q1 2026, its #111 holding.
  • BFSG LLC first reported a position in Salesforce in Q2 2018 and has held it in 24 quarters since.
  • BFSG LLC's Salesforce position peaked at $4.2M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.