Brandywine Oak Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
1,881
-2
| -0.1% | -$545 | 0.05% | 145 |
|
|
2025
Q1 | $505K | Buy |
1,883
+5
| +0.3% | +$1.34K | 0.05% | 145 |
|
|
2024
Q4 | $628K | Buy |
1,878
+2
| +0.1% | +$669 | 0.06% | 133 |
|
|
2024
Q3 | $513K | Hold |
1,876
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $482K | Hold |
1,876
| – | – | 0.05% | 150 |
|
|
2024
Q1 | $565K | Hold |
1,876
| – | – | 0.06% | 142 |
|
|
2023
Q4 | $494K | Hold |
1,876
| – | – | 0.05% | 147 |
|
|
2023
Q3 | $380K | Sell |
1,876
-400
| -18% | -$81.1K | 0.04% | 160 |
|
|
2023
Q2 | $481K | Buy |
2,276
+1
| +0% | +$211 | 0.05% | 156 |
|
|
2023
Q1 | $455K | Sell |
2,275
-293
| -11% | -$58.5K | 0.05% | 164 |
|
|
2022
Q4 | $340K | Sell |
2,568
-609
| -19% | -$80.7K | 0.04% | 183 |
|
|
2022
Q3 | $456K | Sell |
3,177
-265
| -8% | -$38K | 0.06% | 160 |
|
|
2022
Q2 | $568K | Sell |
3,442
-1,058
| -24% | -$175K | 0.07% | 156 |
|
|
2022
Q1 | $954K | Sell |
4,500
-335
| -7% | -$71K | 0.11% | 130 |
|
|
2021
Q4 | $1.21M | Sell |
4,835
-113
| -2% | -$28.3K | 0.13% | 113 |
|
|
2021
Q3 | $1.34M | Buy |
4,948
+384
| +8% | +$104K | 0.16% | 101 |
|
|
2021
Q2 | $1.11M | Buy |
4,564
+1,723
| +61% | +$421K | 0.13% | 114 |
|
|
2021
Q1 | $601K | Sell |
2,841
-98
| -3% | -$20.7K | 0.09% | 139 |
|
|
2020
Q4 | $654K | Buy |
2,939
+38
| +1% | +$8.46K | 0.1% | 121 |
|
|
2020
Q3 | $729K | Buy |
2,901
+116
| +4% | +$29.2K | 0.12% | 102 |
|
|
2020
Q2 | $521K | Buy |
2,785
+281
| +11% | +$52.6K | 0.09% | 128 |
|
|
2020
Q1 | $360K | Sell |
2,504
-21
| -0.8% | -$3.02K | 0.07% | 141 |
|
|
2019
Q4 | $410K | Sell |
2,525
-25
| -1% | -$4.06K | 0.07% | 136 |
|
|
2019
Q3 | $378K | Buy |
2,550
+298
| +13% | +$44.2K | 0.07% | 136 |
|
|
2019
Q2 | $341K | Buy |
2,252
+25
| +1% | +$3.79K | 0.07% | 145 |
|
|
2019
Q1 | $352K | Sell |
2,227
-139
| -6% | -$22K | 0.07% | 136 |
|
|
2018
Q4 | $324K | Buy |
+2,366
| New | +$324K | 0.07% | 135 |
|