Charles Carroll Financial Partners’s Salesforce CRM Stock Holding History

Charles Carroll Financial Partners’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
2023 Q4	$2M	Buy
2023 Q3	$760K	Buy
2023 Q2	$739K	Buy
2022 Q2	–	Sell
2022 Q1	$685K	Buy