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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
2026
Q1 		– Sell
-957
Closed -$254K – 138
2025
Q4 		$254K Sell
957
-123
-11% -$30.6K 0.04% 118
2025
Q3 		$256K Sell
1,080
-35
-3% -$8.83K 0.04% 124
2025
Q2 		$304K Buy
1,115
+169
+18% +$45.2K 0.05% 107
2025
Q1 		$254K Buy
946
+55
+6% +$17.1K 0.04% 102
2024
Q4 		$298K Hold
891
– – 0.05% 93
2024
Q3 		$244K Buy
891
+100
+13% +$25.6K 0.04% 105
2024
Q2 		$203K Sell
791
-133
-14% -$35.6K 0.04% 111
2024
Q1 		$278K Buy
924
+152
+20% +$43.9K 0.05% 101
2023
Q4 		$203K Buy
+772
New +$175K 0.04% 105
2021
Q1 		– Sell
-378
Closed -$84K – 131
2020
Q4 		$84K Buy
+378
New +$91.9K 0.03% 106

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's CRM Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 957 shares — an estimated $254K sold.

Baron Silver Stevens Financial Advisors first reported a position in CRM in Q4 2020 and held it in 10 quarters. The position peaked at $304K in Q2 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Baron Silver Stevens Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 957 Salesforce shares in Q1 2026, an estimated $254K.
  • Baron Silver Stevens Financial Advisors first reported a position in Salesforce in Q4 2020 and held it in 10 quarters.
  • Baron Silver Stevens Financial Advisors's Salesforce position peaked at $304K in Q2 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.