Ownership history in Broderick Brian C Β· 4 quarters on record
This page tracks every 13F SEC filing in which Broderick Brian C reported a position in SALESFORCE.COM (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Broderick Brian C underperformed the S&P 500 by β60.5% annually on this CRM position. Timing score: 33% (1/3 decisions correct). Average cost basis: $304.55. Maximum drawdown during holding period: β28.8%.
β Significantly underperformed the S&P 500 by 60.5% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $266.62 (2025 Q1) Β· Worst: $332.16 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.47% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size