BURKETT FINANCIAL SERVICES, LLC CRM — Salesforce Com

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported Salesforce Com (CRM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows CRM at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in Salesforce Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRM stock page BURKETT FINANCIAL SERVICES, LLC fund profile BURKETT FINANCIAL SERVICES, LLC full holdings
How BURKETT FINANCIAL SERVICES, LLC held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 804 -43 -5.1% 0.05% $150K 2026-05-15 (Est.) $173.51
2025 Q4 REDUCED — — — 847 -40 -4.5% 0.08% $225K 2026-01-05 $255.62
2025 Q3 ADDED — — — 887 +2 +0.2% 0.07% $210K 2025-11-24 $225.89
2025 Q2 ADDED — — — 885 +1 +0.1% 0.09% $241K 2025-07-01 $270.32
2025 Q1 ADDED — — — 884 +1 +0.1% 0.10% $237K 2025-04-11 $253.11
2024 Q4 REDUCED 9.8% -19.7% ✅ 883 -96 -9.8% 0.12% $295K 2025-01-06 $327.57
2024 Q3 ADDED — — — 979 +2 +0.2% 0.11% $268K 2024-10-08 $288.63
2024 Q2 REDUCED — — — 977 -49 -4.8% 0.13% $251K 2024-07-10 $249.65
2024 Q1 REDUCED — — — 1,026 -50 -4.6% 0.16% $309K 2024-04-01 $298.28
2023 Q4 INITIATED — — — 1,076 — — 0.16% $283K 2024-02-12 $283.16

🏢 Other funds also holding CRM

As of 2026 Q1 — sorted by position size

FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 23.08% TAM Capital Management Inc. 3Y 7Y 19.99% Rule One Partners, LLC 16.13% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 13.1% ValueAct Holdings, L.P. 3Y 7Y 9.79% Veritas Asset Management LLP 3Y 7Y 7.13% TenCore Partners, LP 3Y 6.4% Novo Holdings A/S 3Y 7Y 5.95% Value Partners Investments Inc. 3Y 5.52% Independent Franchise Partners LLP 3Y 7Y 5.27%

FAQ About BURKETT FINANCIAL SERVICES, LLC and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURKETT FINANCIAL SERVICES, LLC reported owning CRM?

BURKETT FINANCIAL SERVICES, LLC reported CRM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CRM position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for CRM was 0.16% in 2024 Q1.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when BURKETT FINANCIAL SERVICES, LLC reported 804 shares, equal to 0.05% of portfolio, with an estimated market value of $150K.

What does the chart on this CRM ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURKETT FINANCIAL SERVICES, LLC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on CRM relative to SPY over the holding period was +78.3%.

← Back to BURKETT FINANCIAL SERVICES, LLC Holdings