CSM Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13M Buy
2025
Q1
$12.2M Buy
2024
Q4
$11.8M Sell
2024
Q3
$10.3M Buy
2024
Q2
$8.89M Sell
2024
Q1
$10.7M Buy
2023
Q4
$9.17M Buy