Baron Silver Stevens Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
1,115
+169
| +18% | +$46.1K | 0.05% | 107 |
|
|
2025
Q1 | $254K | Buy |
946
+55
| +6% | +$14.8K | 0.04% | 102 |
|
|
2024
Q4 | $298K | Hold |
891
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $244K | Buy |
891
+100
| +13% | +$27.4K | 0.04% | 105 |
|
|
2024
Q2 | $203K | Sell |
791
-133
| -14% | -$34.2K | 0.04% | 111 |
|
|
2024
Q1 | $278K | Buy |
924
+152
| +20% | +$45.8K | 0.05% | 101 |
|
|
2023
Q4 | $203K | Buy |
+772
| New | +$203K | 0.04% | 105 |
|
|
2021
Q1 | – | Sell |
-378
| Closed | -$84K | – | 131 |
|
|
2020
Q4 | $84K | Buy |
+378
| New | +$84K | 0.03% | 106 |
|