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Baltimore-Washington Financial Advisors’s Salesforce CRM Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-1,044
Closed -$247K – 190
2025
Q3 		$247K Sell
1,044
-37,016
-97% -$9.34M 0.01% 162
2025
Q2 		$10.4M Buy
38,060
+5,750
+18% +$1.54M 0.48% 60
2025
Q1 		$8.67M Buy
32,310
+1,151
+4% +$358K 0.46% 66
2024
Q4 		$10.4M Buy
31,159
+659
+2% +$210K 0.54% 58
2024
Q3 		$8.35M Buy
30,500
+945
+3% +$242K 0.45% 66
2024
Q2 		$7.6M Buy
29,555
+1,770
+6% +$474K 0.44% 69
2024
Q1 		$8.37M Buy
27,785
+920
+3% +$265K 0.52% 64
2023
Q4 		$7.07M Buy
26,865
+2,093
+8% +$474K 0.49% 67
2023
Q3 		$5.02M Buy
24,772
+350
+1% +$75.6K 0.41% 74
2023
Q2 		$5.16M Sell
24,422
-13,049
-35% -$2.66M 0.41% 72
2023
Q1 		$7.49M Buy
37,471
+332
+0.9% +$56.1K 0.66% 51
2022
Q4 		$4.92M Sell
37,139
-2,256
-6% -$329K 0.48% 62
2022
Q3 		$5.75M Sell
39,395
-3,658
-8% -$620K 0.48% 58
2022
Q2 		$7.11M Buy
43,053
+6,592
+18% +$1.16M 0.76% 50
2022
Q1 		$7.72M Sell
36,461
-8,167
-18% -$1.76M 0.75% 54
2021
Q4 		$11.3M Buy
44,628
+2,020
+5% +$568K 0.92% 46
2021
Q3 		$11.6M Buy
42,608
+2,968
+7% +$754K 1.02% 41
2021
Q2 		$9.68M Buy
39,640
+3,379
+9% +$779K 0.9% 48
2021
Q1 		$7.68M Buy
36,261
+6,245
+21% +$1.39M 0.78% 54
2020
Q4 		$6.68M Buy
30,016
+3,909
+15% +$951K 0.73% 53
2020
Q3 		$6.56M Buy
+26,107
New +$5.71M 0.85% 48

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CRM Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,044 shares — an estimated $247K sold.

Baltimore-Washington Financial Advisors first reported a position in CRM in Q3 2020 and held it in 21 quarters. The position peaked at $11.6M in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,044 Salesforce shares in Q4 2025, an estimated $247K.
  • Baltimore-Washington Financial Advisors first reported a position in Salesforce in Q3 2020 and held it in 21 quarters.
  • Baltimore-Washington Financial Advisors's Salesforce position peaked at $11.6M in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.