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Baron Wealth Management’s Salesforce CRM Stock Holding History

Baron Wealth Management’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
Q2 		$409K Buy
2,609
+41
+2% +$7.21K 0.11% 143
2026
Q1 		$479K Buy
2,568
+115
+5% +$23.8K 0.14% 107
2025
Q4 		$650K Sell
2,453
-397
-14% -$98.7K 0.2% 69
2025
Q3 		$675K Sell
2,850
-62
-2% -$15.6K 0.22% 63
2025
Q2 		$794K Sell
2,912
-841
-22% -$225K 0.28% 44
2025
Q1 		$1.01M Buy
3,753
+87
+2% +$27.1K 0.44% 27
2024
Q4 		$1.23M Sell
3,666
-10
-0.3% -$3.19K 0.58% 19
2024
Q3 		$1.01M Buy
3,676
+434
+13% +$111K 0.48% 26
2024
Q2 		$834K Sell
3,242
-65
-2% -$17.4K 0.43% 30
2024
Q1 		$996K Buy
3,307
+329
+11% +$94.9K 0.53% 23
2023
Q4 		$784K Sell
2,978
-105
-3% -$23.8K 0.43% 25
2023
Q3 		$625K Buy
3,083
+10
+0.3% +$2.16K 0.4% 34
2023
Q2 		$649K Buy
3,073
+24
+0.8% +$4.9K 0.41% 34
2023
Q1 		$609K Sell
3,049
-1
-0% -$169 0.43% 31
2022
Q4 		$404K Buy
+3,050
New +$445K 0.31% 58

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Baron Wealth Management's CRM Position: Q2 2026 in Review

Baron Wealth Management increased its Salesforce (CRM) stake by 1.6% in Q2 2026, buying an estimated $7.21K and bringing the position to 2,609 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #143.

Baron Wealth Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Baron Wealth Management held 2,609 shares of Salesforce worth $409K as of Q2 2026.
  • Baron Wealth Management bought 41 Salesforce shares in Q2 2026, an estimated $7.21K.
  • Salesforce made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Baron Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Salesforce position peaked at $1.23M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.