BAM
CRM icon

Byrne Asset Management’s Salesforce CRM Stock Holding History

Byrne Asset Management’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 		$126K Sell
534
-60
-10% -$12.4K 0.07% 199
2026
Q2 		$93.1K Sell
594
-74
-11% -$13K 0.05% 247
2026
Q1 		$125K Sell
668
-3,663
-85% -$759K 0.07% 196
2025
Q4 		$1.15M Buy
+4,331
New +$1.08M 0.63% 44
2025
Q3 		– Sell
-4,330
Closed -$1.09M – 50
2025
Q2 		$1.18M Buy
4,330
+134
+3% +$35.8K 0.78% 38
2025
Q1 		$1.13M Buy
4,196
+127
+3% +$39.5K 0.83% 37
2024
Q4 		$1.36M Sell
4,069
-90
-2% -$28.7K 0.96% 28
2024
Q3 		$1.14M Buy
4,159
+23
+0.6% +$5.89K 0.78% 42
2024
Q2 		$1.05M Buy
4,136
+245
+6% +$65.6K 0.75% 43
2024
Q1 		$1.17M Buy
3,891
+187
+5% +$54K 0.81% 37
2023
Q4 		$988K Buy
3,704
+3,299
+815% +$747K 0.75% 45
2023
Q3 		$82K Hold
405
– – 0.07% 158
2023
Q2 		$86K Hold
405
– – 0.06% 207
2023
Q1 		$81K Buy
405
+295
+268% +$49.8K 0.06% 195
2022
Q4 		$14.6K Buy
110
+65
+144% +$9.48K 0.01% 349
2022
Q3 		$6K Sell
45
-10
-18% -$1.7K ﹤0.01% 388
2022
Q2 		$9K Sell
55
-5,049
-99% -$892K 0.01% 363
2022
Q1 		$1.08M Sell
5,104
-163
-3% -$35.1K 0.68% 48
2021
Q4 		$1.34M Buy
+5,267
New +$1.48M 0.87% 35

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

Byrne Asset Management's CRM Position: Q3 2026 in Review

Byrne Asset Management reduced its Salesforce (CRM) stake by 10% in Q3 2026, selling an estimated $12.4K and leaving 534 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #199.

Byrne Asset Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Byrne Asset Management held 534 shares of Salesforce worth $126K as of Q3 2026.
  • Byrne Asset Management sold 60 Salesforce shares in Q3 2026, an estimated $12.4K.
  • Salesforce made up 0.07% of Byrne Asset Management's portfolio in Q3 2026, its #199 holding.
  • Byrne Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Salesforce position peaked at $1.36M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.