AF
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Atala Financial’s Salesforce CRM Stock Holding History

Atala Financial’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 		$2.14M Buy
7,845
+553
+8% +$151K 1.48% 20
2025
Q1 		$1.96M Buy
7,292
+1,467
+25% +$394K 1.43% 19
2024
Q4 		$1.95M Buy
+5,825
New +$1.95M 1.37% 19