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Birch Financial Group, LLC

SEC CIK
0002083592
Latest filing
Jul 15, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Birch Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of CRM by Birch Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,339−100.0%Sold outHolders
Q1 20261,339$249.9K0.1%+1,339NewHolders