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Baker Avenue Asset Management’s Salesforce CRM Stock Holding History

Baker Avenue Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70,000
Closed -$117K – 634
2025
Q2 		$117K Buy
+70,000
New +$18.7M ﹤0.01% 478

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baker Avenue Asset Management's CRM Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Salesforce (CRM) stake by 43% in Q1 2026, selling an estimated $6.67M and leaving 42,422 shares worth $7.92M. The position accounts for 0.18% of the portfolio, ranked #109.

Baker Avenue Asset Management first reported a position in CRM in Q4 2013 and has held it in 30 quarters since. The position peaked at $19.8M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Baker Avenue Asset Management held 42,422 shares of Salesforce worth $7.92M as of Q1 2026.
  • Baker Avenue Asset Management sold 32,191 Salesforce shares in Q1 2026, an estimated $6.67M.
  • Salesforce made up 0.18% of Baker Avenue Asset Management's portfolio in Q1 2026, its #109 holding.
  • Baker Avenue Asset Management first reported a position in Salesforce in Q4 2013 and has held it in 30 quarters since.
  • Baker Avenue Asset Management's Salesforce position peaked at $19.8M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.