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Coign Capital Advisors’s Salesforce CRM Stock Holding History

Coign Capital Advisors’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 		$608K Buy
2,231
+48
+2% +$13.1K 0.41% 56
2025
Q1 		$586K Buy
2,183
+37
+2% +$9.93K 0.45% 54
2024
Q4 		$718K Buy
+2,146
New +$718K 0.66% 32