BC
CRM icon

Burleson & Co’s Salesforce CRM Stock Holding History

Burleson & Co’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
2022
Q4 		$2.99M Buy
22,564
+3,813
+20% +$556K 0.75% 42
2022
Q3 		$2.7M Buy
18,751
+1,230
+7% +$209K 0.58% 43
2022
Q2 		$2.89M Sell
17,521
-1,702
-9% -$301K 0.63% 40
2022
Q1 		$4.08M Buy
19,223
+16,207
+537% +$3.49M 0.65% 38
2021
Q4 		$766K Buy
3,016
+2,686
+814% +$755K 0.11% 87
2021
Q3 		$90K Sell
330
-4
-1% -$1.02K 0.01% 169
2021
Q2 		$82K Buy
334
+32
+11% +$7.38K 0.01% 170
2021
Q1 		$64K Buy
+302
New +$67.2K 0.01% 173

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burleson & Co's CRM Position: Q4 2022 in Review

Burleson & Co increased its Salesforce (CRM) stake by 20% in Q4 2022, buying an estimated $556K and bringing the position to 22,564 shares worth $2.99M. The position accounts for 0.75% of the portfolio, ranked #42.

Burleson & Co first reported a position in CRM in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.08M in Q1 2022. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Burleson & Co held 22,564 shares of Salesforce worth $2.99M as of Q4 2022.
  • Burleson & Co bought 3,813 Salesforce shares in Q4 2022, an estimated $556K.
  • Salesforce made up 0.75% of Burleson & Co's portfolio in Q4 2022, its #42 holding.
  • Burleson & Co first reported a position in Salesforce in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Salesforce position peaked at $4.08M in Q1 2022.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.