Alera Investment Advisors’s Salesforce CRM Stock Holding History

Alera Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$656K	Buy
2024 Q2	$562K	Buy
2024 Q1	$262K	Buy
2023 Q4	$203K	Buy
2019 Q2	–	Sell
2019 Q1	$47K	Sell
2018 Q4	$49K	Buy