Baldwin Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-368
| Closed | -$101K | – | 401 |
|
|
2024
Q3 | $101K | Buy |
368
+141
| +62% | +$36.1K | 0.01% | 416 |
|
|
2024
Q2 | $58.4K | Buy |
227
+14
| +7% | +$3.75K | ﹤0.01% | 326 |
|
|
2024
Q1 | $64.2K | Sell |
213
-412
| -66% | -$119K | ﹤0.01% | 336 |
|
|
2023
Q4 | $164K | Buy |
625
+98
| +19% | +$22.2K | 0.01% | 229 |
|
|
2023
Q3 | $107K | Hold |
527
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $111K | Sell |
527
-157
| -23% | -$32K | 0.01% | 307 |
|
|
2023
Q1 | $137K | Buy |
684
+15
| +2% | +$2.53K | 0.01% | 282 |
|
|
2022
Q4 | $88.7K | Sell |
669
-1,553
| -70% | -$227K | 0.01% | 330 |
|
|
2022
Q3 | $319K | Hold |
2,222
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $367K | Hold |
2,222
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $472K | Buy |
2,222
+680
| +44% | +$146K | 0.05% | 128 |
|
|
2021
Q4 | $392K | Sell |
1,542
-50
| -3% | -$14K | 0.04% | 150 |
|
|
2021
Q3 | $432K | Sell |
1,592
-350
| -18% | -$88.9K | 0.05% | 130 |
|
|
2021
Q2 | $474K | Hold |
1,942
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $411K | Buy |
1,942
+400
| +26% | +$89K | 0.05% | 123 |
|
|
2020
Q4 | $343K | Buy |
1,542
+900
| +140% | +$219K | 0.04% | 131 |
|
|
2020
Q3 | $162K | Hold |
642
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $120K | Buy |
642
+200
| +45% | +$33.7K | 0.02% | 201 |
|
|
2020
Q1 | $63K | Buy |
442
+30
| +7% | +$5.14K | 0.01% | 250 |
|
|
2019
Q4 | $67K | Hold |
412
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $61K | Sell |
412
-24
| -6% | -$3.65K | 0.01% | 280 |
|
|
2019
Q2 | $66K | Buy |
436
+24
| +6% | +$3.76K | 0.01% | 281 |
|
|
2019
Q1 | $65K | Hold |
412
| – | – | 0.01% | 273 |
|
|
2018
Q4 | $56K | Sell |
412
-200
| -33% | -$27.5K | 0.01% | 272 |
|
|
2018
Q3 | $97K | Buy |
612
+200
| +49% | +$29.7K | 0.01% | 254 |
|
|
2018
Q2 | $56K | Hold |
412
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $48K | Buy |
+412
| New | +$47.3K | 0.01% | 301 |
|
|
2017
Q1 | – | Sell |
-17
| Closed | -$1K | – | 501 |
|
|
2016
Q4 | $1K | Sell |
17
-750
| -98% | -$54.4K | ﹤0.01% | 498 |
|
|
2016
Q3 | $55K | Hold |
767
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $61K | Buy |
767
+17
| +2% | +$1.33K | 0.01% | 250 |
|
|
2016
Q1 | $55K | Buy |
+750
| New | +$51.6K | 0.01% | 294 |
|
Other funds holding CRM
Baldwin Wealth Partners's CRM Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Salesforce (CRM) in Q4 2024, closing a stake of 368 shares — an estimated $101K sold.
Baldwin Wealth Partners first reported a position in CRM in Q1 2016 and held it in 31 quarters. The position peaked at $474K in Q2 2021. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 368 Salesforce shares in Q4 2024, an estimated $101K.
- Baldwin Wealth Partners first reported a position in Salesforce in Q1 2016 and held it in 31 quarters.
- Baldwin Wealth Partners's Salesforce position peaked at $474K in Q2 2021.
- 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.