Bailard’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.52M | Buy |
16,071
+1,224
| +8% | +$215K | 0.05% | 226 |
|
|
2026
Q1 | $2.77M | Sell |
14,847
-79
| -0.5% | -$16.4K | 0.06% | 201 |
|
|
2025
Q4 | $3.95M | Sell |
14,926
-6,460
| -30% | -$1.61M | 0.09% | 163 |
|
|
2025
Q3 | $5.07M | Buy |
21,386
+1,820
| +9% | +$459K | 0.11% | 142 |
|
|
2025
Q2 | $5.34M | Sell |
19,566
-178
| -0.9% | -$47.6K | 0.12% | 134 |
|
|
2025
Q1 | $5.3M | Sell |
19,744
-380
| -2% | -$118K | 0.14% | 127 |
|
|
2024
Q4 | $6.73M | Buy |
20,124
+64
| +0.3% | +$20.4K | 0.17% | 118 |
|
|
2024
Q3 | $5.49M | Sell |
20,060
-320
| -2% | -$82K | 0.14% | 129 |
|
|
2024
Q2 | $5.24M | Buy |
20,380
+310
| +2% | +$83K | 0.14% | 133 |
|
|
2024
Q1 | $6.04M | Buy |
20,070
+476
| +2% | +$137K | 0.17% | 127 |
|
|
2023
Q4 | $5.16M | Sell |
19,594
-506
| -3% | -$115K | 0.15% | 132 |
|
|
2023
Q3 | $4.08M | Buy |
20,100
+3,438
| +21% | +$743K | 0.14% | 136 |
|
|
2023
Q2 | $3.52M | Buy |
16,662
+3,885
| +30% | +$793K | 0.12% | 140 |
|
|
2023
Q1 | $2.55M | Sell |
12,777
-195
| -2% | -$32.9K | 0.09% | 173 |
|
|
2022
Q4 | $1.72M | Buy |
12,972
+4,942
| +62% | +$721K | 0.07% | 203 |
|
|
2022
Q3 | $1.16M | Sell |
8,030
-52
| -0.6% | -$8.82K | 0.05% | 230 |
|
|
2022
Q2 | $1.33M | Buy |
8,082
+281
| +4% | +$49.7K | 0.05% | 220 |
|
|
2022
Q1 | $1.66M | Buy |
7,801
+1,249
| +19% | +$269K | 0.06% | 214 |
|
|
2021
Q4 | $1.67M | Buy |
6,552
+200
| +3% | +$56.2K | 0.05% | 215 |
|
|
2021
Q3 | $1.72M | Buy |
6,352
+130
| +2% | +$33K | 0.06% | 214 |
|
|
2021
Q2 | $1.52M | Sell |
6,222
-507
| -8% | -$117K | 0.05% | 232 |
|
|
2021
Q1 | $1.43M | Buy |
6,729
+2,811
| +72% | +$626K | 0.05% | 234 |
|
|
2020
Q4 | $872K | Buy |
3,918
+429
| +12% | +$104K | 0.04% | 235 |
|
|
2020
Q3 | $877K | Buy |
3,489
+191
| +6% | +$41.8K | 0.05% | 211 |
|
|
2020
Q2 | $618K | Buy |
3,298
+476
| +17% | +$80.2K | 0.03% | 245 |
|
|
2020
Q1 | $406K | Buy |
2,822
+179
| +7% | +$30.7K | 0.03% | 259 |
|
|
2019
Q4 | $430K | Sell |
2,643
-215
| -8% | -$33.7K | 0.02% | 324 |
|
|
2019
Q3 | $424K | Buy |
2,858
+1,513
| +112% | +$230K | 0.03% | 302 |
|
|
2019
Q2 | $204K | Buy |
+1,345
| New | +$211K | 0.01% | 492 |
|
|
2016
Q1 | – | Sell |
-4,835
| Closed | -$379K | – | 275 |
|
|
2015
Q4 | $379K | Buy |
+4,835
| New | +$378K | 0.17% | 153 |
|
Other funds holding CRM
Bailard's CRM Position: Q2 2026 in Review
Bailard increased its Salesforce (CRM) stake by 8.2% in Q2 2026, buying an estimated $215K and bringing the position to 16,071 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #226.
Bailard first reported a position in CRM in Q4 2015 and has held it in 30 quarters since. The position peaked at $6.73M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Bailard held 16,071 shares of Salesforce worth $2.52M as of Q2 2026.
- Bailard bought 1,224 Salesforce shares in Q2 2026, an estimated $215K.
- Salesforce made up 0.05% of Bailard's portfolio in Q2 2026, its #226 holding.
- Bailard first reported a position in Salesforce in Q4 2015 and has held it in 30 quarters since.
- Bailard's Salesforce position peaked at $6.73M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.