BH
CRM icon

Burk Holdings’s Salesforce CRM Stock Holding History

Burk Holdings’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 		$146K Sell
783
-4
-0.5% -$829 0.06% 92
2025
Q4 		$208K Buy
+787
New +$196K 0.1% 77
2025
Q3 		– Sell
-791
Closed -$216K – 73
2025
Q2 		$216K Sell
791
-1,108
-58% -$296K 0.14% 57
2025
Q1 		$510K Buy
+1,899
New +$591K 0.38% 36

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

Burk Holdings's CRM Position: Q1 2026 in Review

Burk Holdings reduced its Salesforce (CRM) stake by 0.51% in Q1 2026, selling an estimated $829 and leaving 783 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #92.

Burk Holdings first reported a position in CRM in Q1 2025 and has held it in 4 quarters since. The position peaked at $510K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Burk Holdings held 783 shares of Salesforce worth $146K as of Q1 2026.
  • Burk Holdings sold 4 Salesforce shares in Q1 2026, an estimated $829.
  • Salesforce made up 0.06% of Burk Holdings's portfolio in Q1 2026, its #92 holding.
  • Burk Holdings first reported a position in Salesforce in Q1 2025 and has held it in 4 quarters since.
  • Burk Holdings's Salesforce position peaked at $510K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.