Baron Silver Stevens Financial Advisors’s Salesforce CRM Stock Holding History

Baron Silver Stevens 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 Q3	$256K	Sell
2025 Q2	$304K	Buy
2025 Q1	$254K	Buy
2024 Q4	$298K	Hold
2024 Q3	$244K	Buy
2024 Q2	$203K	Sell
2024 Q1	$278K	Buy
2023 Q4	$203K	Buy
2021 Q1	–	Sell
2020 Q4	$84K	Buy