Balanced Rock Investment Advisors’s Salesforce CRM Stock Holding History

Balanced Rock 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
2026 Q1	$279K	Sell
2025 Q4	$399K	Sell
2025 Q3	$359K	Sell
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