BM
Brandywine Managers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Hold |
6,913
| – | – | 1.87% | 9 |
|
|
2025
Q1 | $1.86M | Hold |
6,913
| – | – | 2.23% | 7 |
|
|
2024
Q4 | $2.31M | Hold |
6,913
| – | – | 2.44% | 6 |
|
|
2024
Q3 | $1.89M | Hold |
6,913
| – | – | 2.03% | 7 |
|
|
2024
Q2 | $1.78M | Hold |
6,913
| – | – | 1.88% | 7 |
|
|
2024
Q1 | $2.08M | Hold |
6,913
| – | – | 2.06% | 6 |
|
|
2023
Q4 | $1.82M | Hold |
6,913
| – | – | 1.99% | 4 |
|
|
2023
Q3 | $1.4M | Hold |
6,913
| – | – | 2.37% | 5 |
|
|
2023
Q2 | $1.46M | Hold |
6,913
| – | – | 0.96% | 13 |
|
|
2023
Q1 | $1.38M | Hold |
6,913
| – | – | 0.98% | 13 |
|
|
2022
Q4 | $917K | Hold |
6,913
| – | – | 3.2% | 8 |
|
|
2022
Q3 | $994K | Hold |
6,913
| – | – | 3.27% | 6 |
|
|
2022
Q2 | $1.14M | Hold |
6,913
| – | – | 2.8% | 6 |
|
|
2022
Q1 | $1.47M | Hold |
6,913
| – | – | 2.53% | 7 |
|
|
2021
Q4 | $1.76M | Sell |
6,913
-1,450
| -17% | -$369K | 1.99% | 9 |
|
|
2021
Q3 | $2.27M | Buy |
8,363
+7,363
| +736% | +$2M | 2.37% | 7 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.28% | 42 |
|
|
2021
Q1 | $212K | Hold |
1,000
| – | – | 0.28% | 45 |
|
|
2020
Q4 | $223K | Hold |
1,000
| – | – | 0.31% | 41 |
|
|
2020
Q3 | $251K | Buy |
+1,000
| New | +$251K | 0.48% | 37 |
|