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Brandywine Oak Private Wealth’s Salesforce CRM Stock Holding History

Brandywine Oak Private Wealth’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 		$334K Buy
2,131
+170
+9% +$29.9K 0.03% 191
2026
Q1 		$366K Buy
1,961
+60
+3% +$12.4K 0.03% 176
2025
Q4 		$504K Hold
1,901
– – 0.04% 148
2025
Q3 		$451K Buy
1,901
+20
+1% +$5.04K 0.04% 156
2025
Q2 		$513K Sell
1,881
-2
-0.1% -$535 0.05% 146
2025
Q1 		$505K Buy
1,883
+5
+0.3% +$1.55K 0.05% 146
2024
Q4 		$628K Buy
1,878
+2
+0.1% +$638 0.06% 133
2024
Q3 		$513K Hold
1,876
– – 0.05% 151
2024
Q2 		$482K Hold
1,876
– – 0.05% 151
2024
Q1 		$565K Hold
1,876
– – 0.06% 143
2023
Q4 		$494K Hold
1,876
– – 0.05% 148
2023
Q3 		$380K Sell
1,876
-400
-18% -$86.4K 0.04% 161
2023
Q2 		$481K Buy
2,276
+1
+0% +$204 0.05% 157
2023
Q1 		$455K Sell
2,275
-293
-11% -$49.5K 0.05% 165
2022
Q4 		$340K Sell
2,568
-609
-19% -$88.9K 0.04% 184
2022
Q3 		$456K Sell
3,177
-265
-8% -$44.9K 0.06% 160
2022
Q2 		$568K Sell
3,442
-1,058
-24% -$187K 0.07% 156
2022
Q1 		$954K Sell
4,500
-335
-7% -$72.1K 0.11% 130
2021
Q4 		$1.21M Sell
4,835
-113
-2% -$31.8K 0.13% 113
2021
Q3 		$1.34M Buy
4,948
+384
+8% +$97.5K 0.16% 101
2021
Q2 		$1.11M Buy
4,564
+1,723
+61% +$397K 0.13% 114
2021
Q1 		$601K Sell
2,841
-98
-3% -$21.8K 0.09% 139
2020
Q4 		$654K Buy
2,939
+38
+1% +$9.24K 0.1% 121
2020
Q3 		$729K Buy
2,901
+116
+4% +$25.4K 0.12% 102
2020
Q2 		$521K Buy
2,785
+281
+11% +$47.3K 0.09% 128
2020
Q1 		$360K Sell
2,504
-21
-0.8% -$3.6K 0.07% 141
2019
Q4 		$410K Sell
2,525
-25
-1% -$3.92K 0.07% 136
2019
Q3 		$378K Buy
2,550
+298
+13% +$45.3K 0.07% 136
2019
Q2 		$341K Buy
2,252
+25
+1% +$3.92K 0.07% 145
2019
Q1 		$352K Sell
2,227
-139
-6% -$21.5K 0.07% 136
2018
Q4 		$324K Buy
+2,366
New +$325K 0.07% 135

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Brandywine Oak Private Wealth's CRM Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Salesforce (CRM) stake by 8.7% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,131 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #191.

Brandywine Oak Private Wealth first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brandywine Oak Private Wealth held 2,131 shares of Salesforce worth $334K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 170 Salesforce shares in Q2 2026, an estimated $29.9K.
  • Salesforce made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #191 holding.
  • Brandywine Oak Private Wealth first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Salesforce position peaked at $1.34M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.