Brandywine Oak Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Buy |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $565K | Hold |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $954K | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $601K | Sell |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $729K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $410K | Sell |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $324K | Buy |
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