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Evelyn Partners Asset Management’s Salesforce CRM Stock Holding History

Evelyn Partners 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 		$85.4K Buy
313
+207
+195% +$56.4K 0.04% 62
2025
Q1 		$84K Buy
+106
New +$84K 0.05% 52