Birch Financial Group’s Salesforce CRM Stock Holding History

Birch 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	–	Sell	-1,339	Closed	-$250K	–	141
2026 Q1	$250K	Buy	+1,339	New	+$277K	0.15%	114

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Birch Financial Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,339 shares — an estimated $250K sold.

Birch Financial Group first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Birch Financial Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Birch Financial Group sold 1,339 Salesforce shares in Q2 2026, an estimated $250K.
Birch Financial Group first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
Birch Financial Group's Salesforce position peaked at $250K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.