Deane Retirement Strategies’s Salesforce CRM Stock Holding History

Deane Retirement Strategies’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.63M	Buy
2017 Q1	–	Sell
2016 Q4	$1.54M	Buy
2015 Q3	–	Sell
2015 Q2	$316K	Sell
2015 Q1	$1.69M	Buy