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Brown Financial Advisors’s Salesforce CRM Stock Holding History

Brown Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419K Sell
1,535
-12
-0.8% -$3.27K 0.16% 122
2025
Q1 		$415K Buy
1,547
+206
+15% +$55.3K 0.17% 123
2024
Q4 		$448K Sell
1,341
-398
-23% -$133K 0.18% 108
2024
Q3 		$476K Buy
+1,739
New +$476K 0.2% 109