BIM
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Baldwin Investment Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-973
Closed -$264K 256
2021
Q3
$264K Buy
973
+135
+16% +$36.6K 0.05% 213
2021
Q2
$205K Buy
+838
New +$205K 0.03% 245