BFP
CRM icon

Birchwood Financial Partners’s Salesforce CRM Stock Holding History

Birchwood Financial Partners’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 		$16.1K Hold
103
– – 0.01% 247
2026
Q1 		$19.2K Sell
103
-1
-1% -$207 0.02% 237
2025
Q4 		$27.6K Buy
+104
New +$25.8K 0.03% 219

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Birchwood Financial Partners's CRM Position: Q2 2026 in Review

Birchwood Financial Partners held its Salesforce (CRM) position steady in Q2 2026 at 103 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #247.

Birchwood Financial Partners first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.6K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Birchwood Financial Partners held 103 shares of Salesforce worth $16.1K as of Q2 2026.
  • Birchwood Financial Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #247 holding.
  • Birchwood Financial Partners first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Salesforce position peaked at $27.6K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.