BFA
CRM icon

Bragg Financial Advisors’s Salesforce CRM Stock Holding History

Bragg Financial Advisors’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
Q1 		$9.64M Buy
51,655
+3,435
+7% +$712K 0.31% 108
2025
Q4 		$12.8M Buy
48,220
+2,857
+6% +$710K 0.42% 96
2025
Q3 		$10.8M Buy
45,363
+3,248
+8% +$819K 0.36% 99
2025
Q2 		$11.5M Buy
42,115
+2,683
+7% +$717K 0.41% 92
2025
Q1 		$10.6M Buy
39,432
+625
+2% +$194K 0.44% 88
2024
Q4 		$13M Buy
38,807
+3,844
+11% +$1.23M 0.53% 72
2024
Q3 		$9.57M Buy
34,963
+8,604
+33% +$2.2M 0.39% 97
2024
Q2 		$6.78M Buy
26,359
+8,939
+51% +$2.39M 0.3% 112
2024
Q1 		$5.25M Buy
17,420
+12,441
+250% +$3.59M 0.24% 121
2023
Q4 		$1.31M Buy
+4,979
New +$1.13M 0.06% 187

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return