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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Burford Brothers's CRM Position: Q1 2026 in Review

Burford Brothers increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $75K and bringing the position to 3,323 shares worth $620K. The position accounts for 0.25% of the portfolio, ranked #95.

Burford Brothers first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Burford Brothers held 3,323 shares of Salesforce worth $620K as of Q1 2026.
Burford Brothers bought 362 Salesforce shares in Q1 2026, an estimated $75K.
Salesforce made up 0.25% of Burford Brothers's portfolio in Q1 2026, its #95 holding.
Burford Brothers first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's Salesforce position peaked at $1.14M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.