LBC
CRM icon

Leigh Baldwin & Co’s Salesforce CRM Stock Holding History

Leigh Baldwin & Co’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
2025
Q4 		– Sell
-1,233
Closed -$292K – 169
2025
Q3 		$292K Buy
1,233
+48
+4% +$12.1K 0.16% 148
2025
Q2 		$323K Sell
1,185
-85
-7% -$22.7K 0.21% 119
2025
Q1 		$341K Hold
1,270
– – 0.27% 105
2024
Q4 		$425K Buy
+1,270
New +$405K 0.36% 81

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leigh Baldwin & Co's CRM Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,233 shares — an estimated $292K sold.

Leigh Baldwin & Co first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $425K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 1,233 Salesforce shares in Q4 2025, an estimated $292K.
  • Leigh Baldwin & Co first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Salesforce position peaked at $425K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.