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Coordinated Financial Services’s Salesforce CRM Stock Holding History

Coordinated Financial Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$234K Sell
857
-144
-14% -$39.3K 0.16% 134
2025
Q1 		$269K Buy
1,001
+101
+11% +$27.1K 0.21% 118
2024
Q4 		$301K Buy
+900
New +$301K 0.23% 109