Brophy Wealth Management, LLC
- SEC CIK
- 0002032097
- Latest filing
- Nov 15, 2024
CRM holding history
Salesforce, Inc. in every 13F filed by Brophy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q3 2024 holdings
- Shares (Q3 2024)
- 4,712
- Value
- $1.29M
- % of portfolio
- 0.5%
- Quarters held
- 1
- Since Q3 2024