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AssuredPartners Investment Advisors’s Salesforce CRM Stock Holding History

AssuredPartners Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$792K Buy
2,906
+575
+25% +$157K 0.19% 98
2025
Q1 		$625K Buy
2,331
+63
+3% +$16.9K 0.12% 172
2024
Q4 		$758K Buy
+2,268
New +$758K 0.15% 145