Balanced Rock Investment Advisors’s Salesforce CRM Stock Holding History

Balanced Rock Investment 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	$421K	Sell
2025 Q1	$449K	Sell
2024 Q4	$571K	Sell
2024 Q3	$496K	Sell
2024 Q2	$476K	Sell
2024 Q1	$568K	Sell
2023 Q4	$636K	Buy