BWM
Baron Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,912
-841
| -22% | -$229K | 0.28% | 44 |
|
|
2025
Q1 | $1.01M | Buy |
3,753
+87
| +2% | +$23.3K | 0.44% | 27 |
|
|
2024
Q4 | $1.23M | Sell |
3,666
-10
| -0.3% | -$3.34K | 0.58% | 19 |
|
|
2024
Q3 | $1.01M | Buy |
3,676
+434
| +13% | +$119K | 0.48% | 26 |
|
|
2024
Q2 | $834K | Sell |
3,242
-65
| -2% | -$16.7K | 0.43% | 30 |
|
|
2024
Q1 | $996K | Buy |
3,307
+329
| +11% | +$99.1K | 0.53% | 23 |
|
|
2023
Q4 | $784K | Sell |
2,978
-105
| -3% | -$27.6K | 0.43% | 25 |
|
|
2023
Q3 | $625K | Buy |
3,083
+10
| +0.3% | +$2.03K | 0.4% | 34 |
|
|
2023
Q2 | $649K | Buy |
3,073
+24
| +0.8% | +$5.07K | 0.41% | 34 |
|
|
2023
Q1 | $609K | Sell |
3,049
-1
| -0% | -$200 | 0.43% | 31 |
|
|
2022
Q4 | $404K | Buy |
+3,050
| New | +$404K | 0.31% | 58 |
|