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Duncan Williams Asset Management’s Salesforce CRM Stock Holding History

Duncan Williams Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$986K Buy
3,616
+480
+15% +$131K 0.31% 51
2025
Q1 		$842K Buy
3,136
+589
+23% +$158K 0.3% 57
2024
Q4 		$852K Buy
2,547
+253
+11% +$84.6K 0.34% 54
2024
Q3 		$628K Buy
+2,294
New +$628K 0.35% 54