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Crescent Sterling’s Salesforce CRM Stock Holding History

Crescent Sterling’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 		$917K Buy
3,363
+285
+9% +$77.7K 1.03% 31
2025
Q1 		$826K Buy
3,078
+1,359
+79% +$365K 0.85% 36
2024
Q4 		$575K Buy
1,719
+799
+87% +$267K 0.59% 48
2024
Q3 		$252K Buy
+920
New +$252K 0.24% 72