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Elefante Mark B’s Salesforce CRM Stock Holding History

Elefante Mark B’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Buy
4,409
+992
+29% +$271K 0.9% 28
2025
Q1 		$917K Buy
3,417
+1,703
+99% +$457K 0.73% 31
2024
Q4 		$573K Buy
+1,714
New +$573K 0.52% 35