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BridgePort Financial Solutions’s Salesforce CRM Stock Holding History

BridgePort Financial Solutions’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 		$627K Buy
+3,357
New +$696K 0.18% 105
2025
Q4 		– Sell
-2,503
Closed -$593K – 245
2025
Q3 		$593K Buy
+2,503
New +$631K 0.16% 115

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

BridgePort Financial Solutions's CRM Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in Salesforce (CRM) in Q1 2026: 3,357 shares worth $627K. The stake represents 0.18% of the portfolio and ranks #105 among its holdings. This is a return to the name: BridgePort Financial Solutions previously reported a position in CRM as recently as Q3 2025.

BridgePort Financial Solutions first reported a position in CRM in Q3 2025 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • BridgePort Financial Solutions held 3,357 shares of Salesforce worth $627K as of Q1 2026.
  • Salesforce was a new BridgePort Financial Solutions position in Q1 2026.
  • Salesforce made up 0.18% of BridgePort Financial Solutions's portfolio in Q1 2026, its #105 holding.
  • BridgePort Financial Solutions first reported a position in Salesforce in Q3 2025 and has held it in 2 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.