Evelyn Partners Asset Management’s Salesforce CRM Stock Holding History

Evelyn Partners Asset Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$78.7K	Buy
2025 Q2	$85.4K	Hold
2025 Q1	$84K	Hold
2024 Q4	$105K	Buy