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Burney Company’s Salesforce CRM Stock Holding History

Burney Company’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
Q1 		– Sell
-3,253
Closed -$862K – 591
2025
Q4 		$862K Sell
3,253
-396
-11% -$98.4K 0.03% 354
2025
Q3 		$865K Sell
3,649
-2,193
-38% -$553K 0.03% 333
2025
Q2 		$1.59M Sell
5,842
-1,493
-20% -$399K 0.05% 256
2025
Q1 		$1.97M Sell
7,335
-1,065
-13% -$331K 0.07% 215
2024
Q4 		$2.81M Sell
8,400
-107
-1% -$34.1K 0.1% 182
2024
Q3 		$2.33M Sell
8,507
-20,975
-71% -$5.37M 0.08% 197
2024
Q2 		$7.58M Sell
29,482
-341
-1% -$91.2K 0.29% 84
2024
Q1 		$8.98M Buy
29,823
+390
+1% +$113K 0.34% 74
2023
Q4 		$7.74M Buy
29,433
+1,781
+6% +$403K 0.33% 79
2023
Q3 		$5.61M Sell
27,652
-10,514
-28% -$2.27M 0.26% 98
2023
Q2 		$8.06M Buy
38,166
+7,936
+26% +$1.62M 0.37% 68
2023
Q1 		$6.04M Buy
+30,230
New +$5.11M 0.3% 97
2021
Q4 		– Sell
-754
Closed -$204K – 583
2021
Q3 		$204K Buy
+754
New +$191K 0.01% 557
2020
Q4 		– Sell
-993
Closed -$249K – 528
2020
Q3 		$249K Sell
993
-95
-9% -$20.8K 0.02% 441
2020
Q2 		$204K Sell
1,088
-756
-41% -$127K 0.01% 460
2020
Q1 		$265K Buy
1,844
+247
+15% +$42.3K 0.02% 374
2019
Q4 		$260K Buy
+1,597
New +$250K 0.01% 415

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Burney Company's CRM Position: Q1 2026 in Review

Burney Company sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,253 shares — an estimated $862K sold.

Burney Company first reported a position in CRM in Q4 2019 and held it in 17 quarters. The position peaked at $8.98M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Burney Company reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 3,253 Salesforce shares in Q1 2026, an estimated $862K.
  • Burney Company first reported a position in Salesforce in Q4 2019 and held it in 17 quarters.
  • Burney Company's Salesforce position peaked at $8.98M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.