Baron Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1968507 TROY, MI

Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$408,725

-$70,643 QoQ

Shares Held

2,609

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,671

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,595,186 across 7 Software - Application names. CRM ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	4,686	$465,226
2	TYL	Tyler Technologies Inc	1,536	$449,218
3	CRM	Salesforce, Inc. This page	2,609	$408,725
4	ADSK	Autodesk, Inc.	2,029	$394,478
5	ADP	Automatic Data Processing Inc	1,694	$379,371
6	PAYX	Paychex Inc	2,831	$278,372
7	SHOP	Shopify Inc.	1,925	$219,796

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,725	2,609	+1.6%	Shares	Sole	2026-07-07
2026-03-31	$479,368	2,568	+4.7%	Shares	Sole	2026-04-16
2025-12-31	$649,824	2,453	-13.9%	Shares	Sole	2026-01-14
2025-09-30	$675,450	2,850	-2.1%	Shares	Sole	2025-10-20
2025-06-30	$794,073	2,912	-22.4%	Shares	Sole	2025-07-09
2025-03-31	$1,007,155	3,753	+2.4%	Shares	Sole	2025-05-14
2024-12-31	$1,225,653	3,666	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$1,006,157	3,676	+13.4%	Shares	Sole	2024-11-07
2024-06-30	$833,518	3,242	-2.0%	Shares	Sole	2024-08-13
2024-03-31	$996,002	3,307	+11.0%	Shares	Sole	2024-05-08
2023-12-31	$783,630	2,978	-3.4%	Shares	Sole	2024-01-04
2023-09-30	$625,170	3,083	+0.3%	Shares	Sole	2023-11-01
2023-06-30	$649,201	3,073	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$609,129	3,049	-0.0%	Shares	Sole	2023-06-06
2022-12-31	$404,399	3,050	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.