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Cary Street Partners’s Salesforce CRM Stock Holding History

Cary Street Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12M Sell
43,827
-1,141
-3% -$311K 0.34% 73
2025
Q1 		$12.1M Buy
44,968
+987
+2% +$265K 0.38% 67
2024
Q4 		$14.7M Buy
+43,981
New +$14.7M 0.48% 53