Concurrent Investment Advisors’s Salesforce CRM Stock Holding History

Concurrent Investment Advisors’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	$10.6M	Buy
2025 Q1	$8.69M	Buy
2024 Q4	$8.61M	Sell
2024 Q3	$7.6M	Buy
2024 Q2	$6.76M	Buy
2024 Q1	$5.87M	Sell
2023 Q4	$5.57M	Buy