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Demars Financial Group’s Salesforce CRM Stock Holding History

Demars 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 		$644K Sell
2,363
-572,907
-100% -$156M 0.25% 41
2025
Q1 		$2.14M Sell
575,270
-80,568
-12% -$300K 0.06% 59
2024
Q4 		$1.96M Buy
+655,838
New +$1.96M 0.06% 60