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CVFG LLC’s Salesforce CRM Stock Holding History

CVFG LLC’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 		$421K Buy
1,543
+10
+0.7% +$2.73K 0.33% 63
2025
Q1 		$411K Buy
1,533
+122
+9% +$32.7K 0.37% 56
2024
Q4 		$472K Buy
+1,411
New +$472K 0.43% 54