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Copley Financial Group’s Salesforce CRM Stock Holding History

Copley Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
1,315
-108
-8% -$29.5K 0.27% 78
2025
Q1 		$382K Sell
1,423
-19
-1% -$5.1K 0.29% 81
2024
Q4 		$482K Sell
1,442
-251
-15% -$83.9K 0.37% 59
2024
Q3 		$463K Buy
+1,693
New +$463K 0.42% 66