BTWM
CRM icon

Baker Tilly Wealth Management’s Salesforce CRM Stock Holding History

Baker Tilly Wealth 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
2026
Q2 		$985K Buy
6,290
+1,547
+33% +$272K 0.21% 91
2026
Q1 		$885K Sell
4,743
-885
-16% -$183K 0.22% 99
2025
Q4 		$1.49M Buy
5,628
+1,197
+27% +$297K 0.37% 49
2025
Q3 		$1.05M Sell
4,431
-35
-0.8% -$8.83K 0.24% 79
2025
Q2 		$1.22M Sell
4,466
-105
-2% -$28.1K 0.44% 42
2025
Q1 		$1.23M Buy
4,571
+370
+9% +$115K 0.48% 43
2024
Q4 		$1.4M Buy
4,201
+208
+5% +$66.4K 0.55% 37
2024
Q3 		$1.09M Sell
3,993
-2,290
-36% -$587K 0.48% 46
2024
Q2 		$1.62M Sell
6,283
-11,541
-65% -$3.09M 0.66% 26
2024
Q1 		$5.37M Sell
17,824
-1,347
-7% -$389K 0.97% 16
2023
Q4 		$5.04M Sell
19,171
-2,222
-10% -$503K 0.83% 16
2023
Q3 		$4.34M Sell
21,393
-17,128
-44% -$3.7M 0.71% 23
2023
Q2 		$8.14M Sell
38,521
-4,493
-10% -$917K 0.85% 19
2023
Q1 		$8.59M Buy
43,014
+1,081
+3% +$183K 0.97% 16
2022
Q4 		$5.56M Buy
41,933
+2,266
+6% +$331K 0.68% 27
2022
Q3 		$5.71M Sell
39,667
-2,330
-6% -$395K 0.78% 18
2022
Q2 		$6.93M Buy
41,997
+3,098
+8% +$547K 0.91% 16
2022
Q1 		$8.26M Buy
38,899
+7,078
+22% +$1.52M 0.91% 14
2021
Q4 		$8.09M Buy
31,821
+2,715
+9% +$763K 0.87% 14
2021
Q3 		$7.89M Buy
29,106
+5,762
+25% +$1.46M 1.04% 13
2021
Q2 		$5.7M Buy
23,344
+2,112
+10% +$487K 0.92% 15
2021
Q1 		$4.5M Buy
21,232
+11,840
+126% +$2.64M 0.92% 13
2020
Q4 		$2.09M Buy
+9,392
New +$2.28M 0.65% 38

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baker Tilly Wealth Management's CRM Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Salesforce (CRM) stake by 33% in Q2 2026, buying an estimated $272K and bringing the position to 6,290 shares worth $985K. The position accounts for 0.21% of the portfolio, ranked #91.

Baker Tilly Wealth Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.59M in Q1 2023. 783 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Baker Tilly Wealth Management held 6,290 shares of Salesforce worth $985K as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,547 Salesforce shares in Q2 2026, an estimated $272K.
  • Salesforce made up 0.21% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Baker Tilly Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Salesforce position peaked at $8.59M in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.