American Capital Advisory’s Salesforce CRM Stock Holding History

American Capital Advisory’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 Q3	$350K	Sell
2025 Q2	$405K	Buy
2025 Q1	$103K	Buy
2024 Q4	$120K	Hold
2024 Q3	$98.5K	Hold
2024 Q2	$94.7K	Buy
2024 Q1	$4K	Sell
2023 Q4	$94.7K	Buy