Burke & Herbert Bank & Trust’s Salesforce CRM Stock Holding History

Burke & Herbert Bank & Trust’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
2024 Q4	–	Sell	-749	Closed	-$205K	–	227
2024 Q3	$205K	Buy	+749	New	+$192K	0.05%	228
2024 Q2	–	Sell	-883	Closed	-$266K	–	228
2024 Q1	$266K	Sell	883 -3	-0.3%	-$866	0.2%	105
2023 Q4	$233K	Buy	+886	New	+$201K	0.17%	108
2021 Q4	–	Sell	-755	Closed	-$205K	–	152
2021 Q3	$205K	Buy	+755	New	+$192K	0.13%	146

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Burke & Herbert Bank & Trust's CRM Position: Q4 2024 in Review

Burke & Herbert Bank & Trust sold out of Salesforce (CRM) in Q4 2024, closing a stake of 749 shares — an estimated $205K sold.

Burke & Herbert Bank & Trust first reported a position in CRM in Q3 2021 and held it in 4 quarters. The position peaked at $266K in Q1 2024. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Burke & Herbert Bank & Trust reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 749 Salesforce shares in Q4 2024, an estimated $205K.
Burke & Herbert Bank & Trust first reported a position in Salesforce in Q3 2021 and held it in 4 quarters.
Burke & Herbert Bank & Trust's Salesforce position peaked at $266K in Q1 2024.
3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2024, filed 31 Jan 2025.