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Accordant Advisory Group’s Salesforce CRM Stock Holding History

Accordant Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$2.15K – 174
2025
Q1 		$2.15K Buy
+8
New +$2.15K ﹤0.01% 140
2024
Q2 		– Sell
-544
Closed -$164K – 169
2024
Q1 		$164K Buy
+544
New +$164K 0.12% 93