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Burns Matteson Capital Management’s Salesforce CRM Stock Holding History

Burns Matteson Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-817
Closed -$208K – 131
2021
Q4 		$208K Buy
817
+16
+2% +$4.07K 0.14% 122
2021
Q3 		$217K Buy
+801
New +$217K 0.16% 112