Birchbrook
CRM icon

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
Q3 		$1.16M Sell
5,066
-104
-2% -$21.5K 0.56% 34
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Birchbrook's CRM Position: Q3 2026 in Review

Birchbrook reduced its Salesforce (CRM) stake by 2% in Q3 2026, selling an estimated $21.5K and leaving 5,066 shares worth $1.16M. The position accounts for 0.56% of the portfolio, ranked #34.

Birchbrook first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2024. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Birchbrook held 5,066 shares of Salesforce worth $1.16M as of Q3 2026.
  • Birchbrook sold 104 Salesforce shares in Q3 2026, an estimated $21.5K.
  • Salesforce made up 0.56% of Birchbrook's portfolio in Q3 2026, its #34 holding.
  • Birchbrook first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Salesforce position peaked at $1.74M in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.