Connectus Wealth’s Salesforce CRM Stock Holding History

Connectus Wealth’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
2024 Q1	$44.6M	Sell
2023 Q4	$44.4M	Buy
2023 Q3	$31.5M	Sell
2023 Q2	$33.3M	Buy
2023 Q1	$27.5M	Sell
2022 Q4	$19.3M	Sell
2022 Q3	$21.7M	Sell
2022 Q2	$24.9M	Buy
2022 Q1	$27.4M	Sell
2021 Q4	$28.5M	Buy