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