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J.W. Burns & Co’s Salesforce CRM Stock Holding History

J.W. Burns & 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
2026
Q1 		– Sell
-4,341
Closed -$1.15M – 185
2025
Q4 		$1.15M Sell
4,341
-1,843
-30% -$458K 0.13% 93
2025
Q3 		$1.47M Sell
6,184
-590
-9% -$149K 0.17% 87
2025
Q2 		$1.85M Sell
6,774
-1,719
-20% -$460K 0.22% 74
2025
Q1 		$2.28M Sell
8,493
-502
-6% -$156K 0.3% 64
2024
Q4 		$3.01M Sell
8,995
-145
-2% -$46.3K 0.38% 55
2024
Q3 		$2.5M Sell
9,140
-624
-6% -$160K 0.33% 62
2024
Q2 		$2.51M Buy
9,764
+929
+11% +$249K 0.34% 61
2024
Q1 		$2.66M Buy
8,835
+837
+10% +$242K 0.37% 62
2023
Q4 		$2.1M Sell
7,998
-318
-4% -$72K 0.31% 68
2023
Q3 		$1.69M Buy
8,316
+702
+9% +$152K 0.27% 71
2023
Q2 		$1.61M Buy
7,614
+1,102
+17% +$225K 0.26% 71
2023
Q1 		$1.3M Buy
6,512
+269
+4% +$45.4K 0.22% 75
2022
Q4 		$828K Sell
6,243
-668
-10% -$97.5K 0.15% 95
2022
Q3 		$994K Sell
6,911
-587
-8% -$99.5K 0.2% 81
2022
Q2 		$1.24M Sell
7,498
-975
-12% -$172K 0.23% 74
2022
Q1 		$1.8M Sell
8,473
-720
-8% -$155K 0.29% 64
2021
Q4 		$2.34M Buy
9,193
+334
+4% +$93.8K 0.34% 61
2021
Q3 		$2.4M Buy
8,859
+1,859
+27% +$472K 0.38% 59
2021
Q2 		$1.71M Buy
7,000
+830
+13% +$191K 0.27% 70
2021
Q1 		$1.31M Buy
6,170
+2,167
+54% +$482K 0.22% 79
2020
Q4 		$891K Buy
4,003
+2,004
+100% +$487K 0.16% 93
2020
Q3 		$502K Buy
+1,999
New +$438K 0.1% 111

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

J.W. Burns & Co's CRM Position: Q1 2026 in Review

J.W. Burns & Co sold out of Salesforce (CRM) in Q1 2026, closing a stake of 4,341 shares — an estimated $1.15M sold.

J.W. Burns & Co first reported a position in CRM in Q3 2020 and held it in 22 quarters. The position peaked at $3.01M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • J.W. Burns & Co reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • J.W. Burns & Co sold 4,341 Salesforce shares in Q1 2026, an estimated $1.15M.
  • J.W. Burns & Co first reported a position in Salesforce in Q3 2020 and held it in 22 quarters.
  • J.W. Burns & Co's Salesforce position peaked at $3.01M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on J.W. Burns & Co's 13F filing for Q1 2026, filed 17 Apr 2026.