Birch Hill Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $842K | Sell |
5,375
-1,120
| -17% | -$197K | 0.03% | 123 |
|
|
2026
Q1 | $1.21M | Sell |
6,495
-1,897
| -23% | -$393K | 0.05% | 104 |
|
|
2025
Q4 | $2.22M | Sell |
8,392
-840
| -9% | -$209K | 0.09% | 80 |
|
|
2025
Q3 | $2.19M | Sell |
9,232
-400
| -4% | -$101K | 0.09% | 81 |
|
|
2025
Q2 | $2.63M | Sell |
9,632
-885
| -8% | -$237K | 0.12% | 74 |
|
|
2025
Q1 | $2.82M | Buy |
10,517
+183
| +2% | +$56.9K | 0.13% | 73 |
|
|
2024
Q4 | $3.46M | Sell |
10,334
-917
| -8% | -$293K | 0.16% | 71 |
|
|
2024
Q3 | $3.08M | Sell |
11,251
-95
| -0.8% | -$24.3K | 0.14% | 73 |
|
|
2024
Q2 | $2.92M | Sell |
11,346
-38
| -0.3% | -$10.2K | 0.14% | 72 |
|
|
2024
Q1 | $3.43M | Sell |
11,384
-1,569
| -12% | -$453K | 0.17% | 68 |
|
|
2023
Q4 | $3.41M | Sell |
12,953
-215
| -2% | -$48.7K | 0.18% | 64 |
|
|
2023
Q3 | $2.67M | Sell |
13,168
-1,216
| -8% | -$263K | 0.16% | 65 |
|
|
2023
Q2 | $3.04M | Sell |
14,384
-590
| -4% | -$120K | 0.17% | 62 |
|
|
2023
Q1 | $2.99M | Buy |
14,974
+10
| +0.1% | +$1.69K | 0.19% | 62 |
|
|
2022
Q4 | $1.98M | Sell |
14,964
-5,768
| -28% | -$842K | 0.13% | 75 |
|
|
2022
Q3 | $2.98M | Sell |
20,732
-3,462
| -14% | -$587K | 0.2% | 59 |
|
|
2022
Q2 | $3.99M | Buy |
24,194
+5,206
| +27% | +$920K | 0.25% | 59 |
|
|
2022
Q1 | $4.03M | Buy |
18,988
+2,556
| +16% | +$550K | 0.22% | 65 |
|
|
2021
Q4 | $4.18M | Buy |
16,432
+380
| +2% | +$107K | 0.21% | 64 |
|
|
2021
Q3 | $4.35M | Sell |
16,052
-350
| -2% | -$88.9K | 0.23% | 62 |
|
|
2021
Q2 | $4.01M | Buy |
16,402
+670
| +4% | +$154K | 0.22% | 62 |
|
|
2021
Q1 | $3.33M | Buy |
15,732
+1,815
| +13% | +$404K | 0.19% | 66 |
|
|
2020
Q4 | $3.1M | Buy |
13,917
+2,085
| +18% | +$507K | 0.18% | 63 |
|
|
2020
Q3 | $2.97M | Sell |
11,832
-280
| -2% | -$61.3K | 0.2% | 57 |
|
|
2020
Q2 | $2.27M | Buy |
12,112
+177
| +1% | +$29.8K | 0.17% | 63 |
|
|
2020
Q1 | $1.72M | Buy |
11,935
+700
| +6% | +$120K | 0.15% | 66 |
|
|
2019
Q4 | $1.83M | Buy |
11,235
+905
| +9% | +$142K | 0.12% | 73 |
|
|
2019
Q3 | $1.53M | Buy |
10,330
+1,505
| +17% | +$229K | 0.11% | 77 |
|
|
2019
Q2 | $1.34M | Buy |
8,825
+1,030
| +13% | +$161K | 0.1% | 80 |
|
|
2019
Q1 | $1.23M | Buy |
7,795
+175
| +2% | +$27.1K | 0.09% | 79 |
|
|
2018
Q4 | $1.04M | Buy |
7,620
+335
| +5% | +$46.1K | 0.09% | 81 |
|
|
2018
Q3 | $1.16M | Sell |
7,285
-185
| -2% | -$27.5K | 0.08% | 83 |
|
|
2018
Q2 | $1.02M | Buy |
7,470
+2,000
| +37% | +$255K | 0.08% | 83 |
|
|
2018
Q1 | $636K | Buy |
+5,470
| New | +$628K | 0.05% | 95 |
|
Other funds holding CRM
FWIA
ATO
Birch Hill Investment Advisors's CRM Position: Q2 2026 in Review
Birch Hill Investment Advisors reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $197K and leaving 5,375 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #123.
Birch Hill Investment Advisors first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.35M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Birch Hill Investment Advisors held 5,375 shares of Salesforce worth $842K as of Q2 2026.
- Birch Hill Investment Advisors sold 1,120 Salesforce shares in Q2 2026, an estimated $197K.
- Salesforce made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #123 holding.
- Birch Hill Investment Advisors first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
- Birch Hill Investment Advisors's Salesforce position peaked at $4.35M in Q3 2021.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.