Bulwark Capital’s Salesforce CRM Stock Holding History

Bulwark Capital’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	$12.2K	Hold	53	–	–	0.01%	94
2026 Q2	$8.3K	Buy	53 +28	+112%	+$4.92K	﹤0.01%	94
2026 Q1	$4.67K	Hold	25	–	–	﹤0.01%	94
2025 Q4	$6.62K	Buy	25 +15	+150%	+$3.73K	﹤0.01%	87
2025 Q3	$2.37K	Buy	+10	New	+$2.52K	﹤0.01%	98

Other funds holding CRM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Bulwark Capital's CRM Position: Q3 2026 in Review

Bulwark Capital held its Salesforce (CRM) position steady in Q3 2026 at 53 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #94.

Bulwark Capital first reported a position in CRM in Q3 2025 and has held it in 5 quarters since. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Bulwark Capital held 53 shares of Salesforce worth $12.2K as of Q3 2026.
Bulwark Capital left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.01% of Bulwark Capital's portfolio in Q3 2026, its #94 holding.
Bulwark Capital first reported a position in Salesforce in Q3 2025 and has held it in 5 quarters since.
2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.