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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
Q3 		$217K Buy
944
+138
+17% +$28.5K 0.07% 54
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Burkett Financial Services's CRM Position: Q3 2026 in Review

Burkett Financial Services increased its Salesforce (CRM) stake by 17% in Q3 2026, buying an estimated $28.5K and bringing the position to 944 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #54.

Burkett Financial Services first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Burkett Financial Services held 944 shares of Salesforce worth $217K as of Q3 2026.
  • Burkett Financial Services bought 138 Salesforce shares in Q3 2026, an estimated $28.5K.
  • Salesforce made up 0.07% of Burkett Financial Services's portfolio in Q3 2026, its #54 holding.
  • Burkett Financial Services first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Salesforce position peaked at $309K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.