Cladis Investment Advisory’s Salesforce CRM Stock Holding History

Cladis 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	$218K	Hold
2025 Q1	$215K	Hold
2024 Q4	$267K	Hold
2024 Q3	$219K	Sell
2024 Q2	$248K	Buy
2024 Q1	$275K	Buy
2023 Q4	$230K	Buy
2022 Q1	–	Sell
2021 Q4	$218K	Buy