BAAM
Baker Avenue Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
58,615
+2,370
| +4% | +$646K | 0.45% | 59 |
|
|
2025
Q1 | $15.1M | Buy |
56,245
+382
| +0.7% | +$103K | 0.47% | 57 |
|
|
2024
Q4 | $18.7M | Sell |
55,863
-2,127
| -4% | -$711K | 0.57% | 42 |
|
|
2024
Q3 | $15.9M | Buy |
57,990
+13,540
| +30% | +$3.71M | 0.5% | 48 |
|
|
2024
Q2 | $11.4M | Sell |
44,450
-231
| -0.5% | -$59.4K | 0.39% | 59 |
|
|
2024
Q1 | $13.5M | Sell |
44,681
-8,794
| -16% | -$2.65M | 0.53% | 54 |
|
|
2023
Q4 | $14.1M | Sell |
53,475
-3,114
| -6% | -$819K | 0.62% | 45 |
|
|
2023
Q3 | $11.5M | Buy |
56,589
+34,443
| +156% | +$6.98M | 0.57% | 48 |
|
|
2023
Q2 | $4.68M | Buy |
22,146
+15,172
| +218% | +$3.21M | 0.24% | 91 |
|
|
2023
Q1 | $1.39M | Buy |
6,974
+6,199
| +800% | +$1.24M | 0.08% | 155 |
|
|
2022
Q4 | $103K | Sell |
775
-5,387
| -87% | -$714K | 0.01% | 399 |
|
|
2022
Q3 | $886K | Sell |
6,162
-390
| -6% | -$56.1K | 0.06% | 165 |
|
|
2022
Q2 | $1.08M | Buy |
6,552
+3,251
| +98% | +$536K | 0.07% | 146 |
|
|
2022
Q1 | $701K | Sell |
3,301
-31
| -0.9% | -$6.58K | 0.04% | 185 |
|
|
2021
Q4 | $847K | Buy |
3,332
+2,399
| +257% | +$610K | 0.04% | 180 |
|
|
2021
Q3 | $253K | Sell |
933
-373
| -29% | -$101K | 0.01% | 228 |
|
|
2021
Q2 | $319K | Sell |
1,306
-12
| -0.9% | -$2.93K | 0.02% | 203 |
|
|
2021
Q1 | $279K | Buy |
+1,318
| New | +$279K | 0.02% | 207 |
|
|
2020
Q3 | – | Sell |
-8,523
| Closed | -$1.6M | – | 224 |
|
|
2020
Q2 | $1.6M | Buy |
+8,523
| New | +$1.6M | 0.13% | 95 |
|
|
2016
Q3 | – | Sell |
-9,530
| Closed | -$757K | – | 192 |
|
|
2016
Q2 | $757K | Buy |
9,530
+680
| +8% | +$54K | 0.11% | 107 |
|
|
2016
Q1 | $653K | Buy |
8,850
+190
| +2% | +$14K | 0.1% | 105 |
|
|
2015
Q4 | $679K | Sell |
8,660
-400
| -4% | -$31.4K | 0.1% | 103 |
|
|
2015
Q3 | $629K | Buy |
9,060
+20
| +0.2% | +$1.39K | 0.11% | 103 |
|
|
2015
Q2 | $629K | Buy |
9,040
+660
| +8% | +$45.9K | 0.08% | 140 |
|
|
2015
Q1 | $560K | Buy |
8,380
+180
| +2% | +$12K | 0.07% | 141 |
|
|
2014
Q4 | $486K | Buy |
+8,200
| New | +$486K | 0.07% | 158 |
|
|
2014
Q1 | – | Sell |
-3,766
| Closed | -$208K | – | 205 |
|
|
2013
Q4 | $208K | Buy |
+3,766
| New | +$208K | 0.04% | 231 |
|