BRANDYWINE OAK PRIVATE WEALTH LLC

Position in CRM — Salesforce, Inc.

CIK 1764694 Kennett Square, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$333,842

-$32,217 QoQ

Shares Held

2,131

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,783

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $1,521,055 across 5 Software - Application names. CRM ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,257	$471,777
2	CRM	Salesforce, Inc. This page	2,131	$333,842
3	ADP	Automatic Data Processing Inc	1,232	$275,906
4	SHOP	Shopify Inc.	2,000	$228,360
5	ADBE	Adobe Inc.	1,030	$211,170

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,842	2,131	+8.7%	Shares	Sole	2026-07-16
2026-03-31	$366,059	1,961	+3.2%	Shares	Sole	2026-04-20
2025-12-31	$503,593	1,901	0.0%	Shares	Sole	2026-02-03
2025-09-30	$450,537	1,901	+1.1%	Shares	Sole	2025-10-30
2025-06-30	$512,929	1,881	-0.1%	Shares	Sole	2025-07-24
2025-03-31	$505,321	1,883	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$627,871	1,878	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$513,479	1,876	0.0%	Shares	Sole	2024-11-07
2024-06-30	$482,319	1,876	0.0%	Shares	Sole	2024-07-30
2024-03-31	$565,013	1,876	0.0%	Shares	Sole	2024-05-07
2023-12-31	$493,650	1,876	0.0%	Shares	Sole	2024-02-05
2023-09-30	$380,415	1,876	-17.6%	Shares	Sole	2023-11-14
2023-06-30	$480,827	2,276	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$454,499	2,275	-11.4%	Shares	Sole	2023-05-10
2022-12-31	$340,491	2,568	-19.2%	Shares	Sole	2023-02-06
2022-09-30	$456,979	3,177	-7.7%	Shares	Sole	2022-11-14
2022-06-30	$568,067	3,442	-23.5%	Shares	Sole	2022-07-22
2022-03-31	$955,440	4,500	-6.9%	Shares	Sole	2022-05-02
2021-12-31	$1,228,718	4,835	-2.3%	Shares	Sole	2022-02-07
2021-09-30	$1,341,996	4,948	+8.4%	Shares	Sole	2021-10-18
2021-06-30	$1,114,848	4,564	+60.6%	Shares	Sole	2021-08-09
2021-03-31	$601,922	2,841	-3.3%	Shares	Sole	2021-05-06
2020-12-31	$654,015	2,939	+1.3%	Shares	Sole	2021-02-08
2020-09-30	$729,079	2,901	+4.2%	Shares	Sole	2020-10-16
2020-06-30	$521,714	2,785	+11.2%	Shares	Sole	2020-08-06
2020-03-31	$360,525	2,504	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.