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Elevated Capital Advisors’s Salesforce CRM Stock Holding History

Elevated Capital Advisors’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 		$626K Hold
2,334
– – 0.18% 163
2025
Q1 		$626K Sell
2,334
-138
-6% -$37K 0.18% 163
2024
Q4 		$827K Buy
2,472
+563
+29% +$188K 0.23% 133
2024
Q3 		$523K Buy
+1,909
New +$523K 0.14% 200