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Clarendon Private’s Salesforce CRM Stock Holding History

Clarendon Private’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$710K Buy
2,603
+113
+5% +$30.8K 0.68% 40
2025
Q1 		$668K Buy
2,490
+188
+8% +$50.5K 0.71% 46
2024
Q4 		$770K Buy
+2,302
New +$770K 0.81% 33