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Drake & Associates’s Salesforce CRM Stock Holding History

Drake & Associates’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 		– Sell
-1,558
Closed -$418K – 97
2025
Q1 		$418K Buy
1,558
+98
+7% +$26.3K 0.12% 72
2024
Q4 		$476K Buy
+1,460
New +$476K 0.14% 62