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
Q2 		$123K Hold
783
– – 0.05% 98
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 $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

Burk Holdings's CRM Position: Q2 2026 in Review

Burk Holdings held its Salesforce (CRM) position steady in Q2 2026 at 783 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #98.

Burk Holdings first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $510K in Q1 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Burk Holdings held 783 shares of Salesforce worth $123K as of Q2 2026.
  • Burk Holdings left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of Burk Holdings's portfolio in Q2 2026, its #98 holding.
  • Burk Holdings first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • Burk Holdings's Salesforce position peaked at $510K in Q1 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.