Baron Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $1.01M | Buy |
|
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|
2024
Q4 | $1.23M | Sell |
|
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|
2024
Q3 | $1.01M | Buy |
|
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|
2024
Q2 | $834K | Sell |
|
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|
2024
Q1 | $996K | Buy |
|
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|
2023
Q4 | $784K | Sell |
|
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $649K | Buy |
|
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|
2023
Q1 | $609K | Sell |
|
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|
2022
Q4 | $404K | Buy |
|