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Carnegie Lake Advisors’s Salesforce CRM Stock Holding History

Carnegie Lake Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Hold
3,886
– – 0.42% 66
2025
Q1 		$1.04M Sell
3,886
-134
-3% -$36K 0.42% 64
2024
Q4 		$1.34M Hold
4,020
– – 0.54% 50
2024
Q3 		$1.1M Buy
+4,020
New +$1.1M 0.44% 61