Birchbrook’s Salesforce CRM Stock Holding History

Birchbrook’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	$810K	Sell	5,170 -691	-12%	-$122K	0.38%	45
2026 Q1	$1.09M	Buy	5,861 +521	+10%	+$108K	0.54%	36
2025 Q4	$1.41M	Buy	5,340 +263	+5%	+$65.4K	0.71%	29
2025 Q3	$1.2M	Sell	5,077 -197	-4%	-$49.7K	0.62%	32
2025 Q2	$1.44M	Buy	5,274 +162	+3%	+$43.3K	0.77%	30
2025 Q1	$1.37M	Sell	5,112 -105	-2%	-$32.7K	0.77%	29
2024 Q4	$1.74M	Sell	5,217 -110	-2%	-$35.1K	0.99%	21
2024 Q3	$1.46M	Buy	5,327 +276	+5%	+$70.7K	0.81%	29
2024 Q2	$1.3M	Sell	5,051 -107	-2%	-$28.6K	0.78%	27
2024 Q1	$1.55M	Sell	5,158 -717	-12%	-$207K	0.92%	25
2023 Q4	$1.55M	Buy	+5,875	New	+$1.33M	1.02%	23

Other funds holding CRM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Birchbrook's CRM Position: Q2 2026 in Review

Birchbrook reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $122K and leaving 5,170 shares worth $810K. The position accounts for 0.38% of the portfolio, ranked #45.

Birchbrook first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Birchbrook held 5,170 shares of Salesforce worth $810K as of Q2 2026.
Birchbrook sold 691 Salesforce shares in Q2 2026, an estimated $122K.
Salesforce made up 0.38% of Birchbrook's portfolio in Q2 2026, its #45 holding.
Birchbrook first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Salesforce position peaked at $1.74M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.