Cape Investment Advisory’s Salesforce CRM Stock Holding History

Cape Investment Advisory’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	$1.04M	Buy
2025 Q1	$990K	Sell
2024 Q4	$1.28M	Sell
2024 Q3	$1.05M	Buy
2024 Q2	$753K	Buy
2024 Q1	$588K	Buy
2023 Q4	$511K	Buy
2023 Q3	$388K	Buy
2023 Q2	$399K	Buy
2023 Q1	$375K	Buy