Advanced Asset Management Advisors’s Salesforce CRM Stock Holding History

Advanced Asset Management Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Hold
2025 Q1	$262K	Hold
2024 Q4	$326K	Hold
2024 Q3	$251K	Hold
2024 Q2	$251K	Buy
2024 Q1	$226K	Buy
2023 Q1	–	Sell
2022 Q4	$33.1K	Buy