Chad R. Baker’s Salesforce CRM Stock Holding History

Chad R. Baker’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	–	Sell	-1,440	Closed	-$269K	–	53
2026 Q1	$269K	Sell	1,440 -65	-4%	-$13.5K	0.05%	56
2025 Q4	$400K	Sell	1,505 -23,270	-94%	-$5.78M	0.07%	55
2025 Q3	$5.87M	Buy	24,775 +7,250	+41%	+$1.83M	1.01%	35
2025 Q2	$4.78M	Hold	17,525	–	–	0.89%	34
2025 Q1	$4.7M	Buy	17,525 +8,735	+99%	+$2.72M	0.96%	36
2024 Q4	$2.94M	Buy	+8,790	New	+$2.81M	0.58%	42

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Chad R. Baker's CRM Position: Q2 2026 in Review

Chad R. Baker sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,440 shares — an estimated $269K sold.

Chad R. Baker first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $5.87M in Q3 2025. 405 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Chad R. Baker reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Chad R. Baker sold 1,440 Salesforce shares in Q2 2026, an estimated $269K.
Chad R. Baker first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
Chad R. Baker's Salesforce position peaked at $5.87M in Q3 2025.
405 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.