BB
CRM icon

Burford Brothers’s Salesforce CRM Stock Holding History

Burford Brothers’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 		$525K Buy
3,354
+31
+0.9% +$5.45K 0.19% 104
2026
Q1 		$620K Buy
3,323
+362
+12% +$75K 0.25% 95
2025
Q4 		$784K Sell
2,961
-783
-21% -$195K 0.32% 69
2025
Q3 		$887K Buy
3,744
+13
+0.3% +$3.28K 0.38% 63
2025
Q2 		$1.02M Buy
3,731
+61
+2% +$16.3K 0.47% 47
2025
Q1 		$985K Buy
3,670
+273
+8% +$84.9K 0.48% 48
2024
Q4 		$1.14M Buy
3,397
+106
+3% +$33.8K 0.56% 36
2024
Q3 		$901K Buy
3,291
+363
+12% +$93K 0.47% 50
2024
Q2 		$753K Buy
2,928
+395
+16% +$106K 0.44% 55
2024
Q1 		$763K Buy
2,533
+172
+7% +$49.6K 0.5% 50
2023
Q4 		$621K Buy
+2,361
New +$534K 0.44% 59

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

Burford Brothers's CRM Position: Q2 2026 in Review

Burford Brothers increased its Salesforce (CRM) stake by 0.93% in Q2 2026, buying an estimated $5.45K and bringing the position to 3,354 shares worth $525K. The position accounts for 0.19% of the portfolio, ranked #104.

Burford Brothers first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2024. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Burford Brothers held 3,354 shares of Salesforce worth $525K as of Q2 2026.
  • Burford Brothers bought 31 Salesforce shares in Q2 2026, an estimated $5.45K.
  • Salesforce made up 0.19% of Burford Brothers's portfolio in Q2 2026, its #104 holding.
  • Burford Brothers first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's Salesforce position peaked at $1.14M in Q4 2024.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.