Baird Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Buy |
390,765
+4,342
| +1% | +$1.18M | 0.19% | 92 |
|
|
2025
Q1 | $104M | Buy |
386,423
+53,938
| +16% | +$14.5M | 0.2% | 95 |
|
|
2024
Q4 | $111M | Buy |
332,485
+9,442
| +3% | +$3.16M | 0.21% | 91 |
|
|
2024
Q3 | $88.4M | Sell |
323,043
-3,035
| -0.9% | -$831K | 0.17% | 113 |
|
|
2024
Q2 | $83.8M | Buy |
326,078
+38,408
| +13% | +$9.87M | 0.17% | 119 |
|
|
2024
Q1 | $86.6M | Buy |
287,670
+16,542
| +6% | +$4.98M | 0.18% | 125 |
|
|
2023
Q4 | $71.3M | Buy |
271,128
+84,173
| +45% | +$22.1M | 0.16% | 153 |
|
|
2023
Q3 | $37.9M | Buy |
186,955
+1,228
| +0.7% | +$249K | 0.1% | 198 |
|
|
2023
Q2 | $39.2M | Sell |
185,727
-57,276
| -24% | -$12.1M | 0.1% | 199 |
|
|
2023
Q1 | $48.5M | Buy |
243,003
+28,190
| +13% | +$5.63M | 0.12% | 191 |
|
|
2022
Q4 | $28.5M | Sell |
214,813
-17,402
| -7% | -$2.31M | 0.08% | 248 |
|
|
2022
Q3 | $33.4M | Sell |
232,215
-131,013
| -36% | -$18.8M | 0.1% | 216 |
|
|
2022
Q2 | $59.9M | Sell |
363,228
-5,955
| -2% | -$983K | 0.17% | 144 |
|
|
2022
Q1 | $78.4M | Sell |
369,183
-29,561
| -7% | -$6.28M | 0.19% | 116 |
|
|
2021
Q4 | $101M | Buy |
398,744
+1,400
| +0.4% | +$356K | 0.24% | 94 |
|
|
2021
Q3 | $108M | Buy |
397,344
+15,144
| +4% | +$4.11M | 0.28% | 82 |
|
|
2021
Q2 | $93.4M | Sell |
382,200
-33,840
| -8% | -$8.27M | 0.24% | 98 |
|
|
2021
Q1 | $88.1M | Sell |
416,040
-13,127
| -3% | -$2.78M | 0.25% | 97 |
|
|
2020
Q4 | $95.5M | Buy |
429,167
+65,227
| +18% | +$14.5M | 0.29% | 81 |
|
|
2020
Q3 | $91.5M | Buy |
363,940
+5,755
| +2% | +$1.45M | 0.31% | 68 |
|
|
2020
Q2 | $67.1M | Buy |
358,185
+18,081
| +5% | +$3.39M | 0.25% | 99 |
|
|
2020
Q1 | $49M | Sell |
340,104
-18,016
| -5% | -$2.59M | 0.22% | 115 |
|
|
2019
Q4 | $58.2M | Buy |
358,120
+5,340
| +2% | +$869K | 0.21% | 120 |
|
|
2019
Q3 | $52.4M | Sell |
352,780
-1,172
| -0.3% | -$174K | 0.21% | 123 |
|
|
2019
Q2 | $53.7M | Buy |
353,952
+53,499
| +18% | +$8.12M | 0.21% | 124 |
|
|
2019
Q1 | $47.6M | Buy |
300,453
+18,556
| +7% | +$2.94M | 0.28% | 108 |
|
|
2018
Q4 | $38.6M | Buy |
281,897
+60,949
| +28% | +$8.35M | 0.26% | 105 |
|
|
2018
Q3 | $35.3M | Sell |
220,948
-6,354
| -3% | -$1.02M | 0.22% | 131 |
|
|
2018
Q2 | $31M | Buy |
227,302
+27,327
| +14% | +$3.73M | 0.21% | 139 |
|
|
2018
Q1 | $23.3M | Buy |
199,975
+12,604
| +7% | +$1.47M | 0.16% | 170 |
|
|
2017
Q4 | $19.2M | Buy |
187,371
+3,399
| +2% | +$347K | 0.14% | 183 |
|
|
2017
Q3 | $17.2M | Sell |
183,972
-10,672
| -5% | -$997K | 0.13% | 189 |
|
|
2017
Q2 | $16.9M | Sell |
194,644
-2,943
| -1% | -$255K | 0.13% | 196 |
|
|
2017
Q1 | $16.3M | Sell |
197,587
-7,754
| -4% | -$640K | 0.13% | 190 |
|
|
2016
Q4 | $14.1M | Buy |
205,341
+24,694
| +14% | +$1.69M | 0.12% | 189 |
|
|
2016
Q3 | $12.9M | Sell |
180,647
-1,409
| -0.8% | -$101K | 0.12% | 189 |
|
|
2016
Q2 | $14.5M | Buy |
182,056
+21,450
| +13% | +$1.71M | 0.13% | 178 |
|
|
2016
Q1 | $11.9M | Sell |
160,606
-18,224
| -10% | -$1.35M | 0.11% | 198 |
|
|
2015
Q4 | $14M | Buy |
178,830
+6,899
| +4% | +$541K | 0.14% | 181 |
|
|
2015
Q3 | $11.9M | Sell |
171,931
-41,053
| -19% | -$2.85M | 0.13% | 184 |
|
|
2015
Q2 | $14.8M | Buy |
+212,984
| New | +$14.8M | 0.15% | 176 |
|