Burkett Financial Services’s Salesforce CRM Stock Holding History

Burkett Financial Services’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	$126K	Buy	806 +2	+0.2%	+$352	0.04%	65
2026 Q1	$150K	Sell	804 -43	-5%	-$8.91K	0.05%	60
2025 Q4	$225K	Sell	847 -40	-5%	-$9.94K	0.08%	48
2025 Q3	$210K	Buy	887 +2	+0.2%	+$504	0.07%	52
2025 Q2	$241K	Buy	885 +1	+0.1%	+$267	0.09%	48
2025 Q1	$237K	Buy	884 +1	+0.1%	+$311	0.1%	44
2024 Q4	$295K	Sell	883 -96	-10%	-$30.6K	0.12%	40
2024 Q3	$268K	Buy	979 +2	+0.2%	+$512	0.11%	40
2024 Q2	$251K	Sell	977 -49	-5%	-$13.1K	0.13%	38
2024 Q1	$309K	Sell	1,026 -50	-5%	-$14.4K	0.16%	38
2023 Q4	$283K	Buy	+1,076	New	+$244K	0.16%	39

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burkett Financial Services's CRM Position: Q2 2026 in Review

Burkett Financial Services increased its Salesforce (CRM) stake by 0.25% in Q2 2026, buying an estimated $352 and bringing the position to 806 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #65.

Burkett Financial Services first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Burkett Financial Services held 806 shares of Salesforce worth $126K as of Q2 2026.
Burkett Financial Services bought 2 Salesforce shares in Q2 2026, an estimated $352.
Salesforce made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #65 holding.
Burkett Financial Services first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Salesforce position peaked at $309K in Q1 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.