Econ Financial Services’s Salesforce CRM Stock Holding History

Econ Financial Services’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	$1.82M	Buy
2025 Q2	$1.43M	Buy
2022 Q3	–	Sell
2022 Q2	$307K	Buy
2022 Q1	$4K	Hold
2021 Q4	$5K	Buy