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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baker Avenue Asset Management's CRM Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $210K and leaving 41,230 shares worth $6.46M. The position accounts for 0.12% of the portfolio, ranked #131.

Baker Avenue Asset Management first reported a position in CRM in Q4 2013 and has held it in 31 quarters since. The position peaked at $19.8M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Baker Avenue Asset Management held 41,230 shares of Salesforce worth $6.46M as of Q2 2026.
  • Baker Avenue Asset Management sold 1,192 Salesforce shares in Q2 2026, an estimated $210K.
  • Salesforce made up 0.12% of Baker Avenue Asset Management's portfolio in Q2 2026, its #131 holding.
  • Baker Avenue Asset Management first reported a position in Salesforce in Q4 2013 and has held it in 31 quarters since.
  • Baker Avenue Asset Management's Salesforce position peaked at $19.8M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.