Clifford Group’s Salesforce CRM Stock Holding History

Clifford Group’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	$326K	Buy
2025 Q1	$268K	Buy
2024 Q4	$327K	Hold
2024 Q3	$267K	Buy
2024 Q2	$246K	Hold
2024 Q1	$288K	Hold
2023 Q4	$252K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy