Bryn Mawr Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.98M | Sell |
7,246
-390
| -5% | -$106K | 0.11% | 149 |
|
2025
Q1 | $2.05M | Buy |
7,636
+233
| +3% | +$62.5K | 0.12% | 135 |
|
2024
Q4 | $2.47M | Buy |
7,403
+1,030
| +16% | +$344K | 0.13% | 137 |
|
2024
Q3 | $1.74M | Sell |
6,373
-4,011
| -39% | -$1.1M | 0.09% | 166 |
|
2024
Q2 | $2.67M | Sell |
10,384
-247
| -2% | -$63.5K | 0.15% | 130 |
|
2024
Q1 | $3.2M | Sell |
10,631
-390
| -4% | -$117K | 0.18% | 119 |
|
2023
Q4 | $2.9M | Sell |
11,021
-148
| -1% | -$38.9K | 0.18% | 120 |
|
2023
Q3 | $2.26M | Buy |
11,169
+2,899
| +35% | +$588K | 0.15% | 131 |
|
2023
Q2 | $1.75M | Sell |
8,270
-2,787
| -25% | -$589K | 0.16% | 124 |
|
2023
Q1 | $2.21M | Buy |
11,057
+57
| +0.5% | +$11.4K | 0.23% | 99 |
|
2022
Q4 | $1.46M | Buy |
11,000
+3,096
| +39% | +$411K | 0.16% | 129 |
|
2022
Q3 | $1.14M | Buy |
7,904
+100
| +1% | +$14.4K | 0.4% | 65 |
|
2022
Q2 | $1.29M | Sell |
7,804
-244
| -3% | -$40.3K | 0.42% | 63 |
|
2022
Q1 | $1.71M | Buy |
+8,048
| New | +$1.71M | 0.48% | 55 |
|