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Evelyn Partners Investment Management (Europe)’s Salesforce CRM Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$1.48M Sell
4,850
-932
-16% -$284K 1.11% 20
2025
Q1 		$1.55M Buy
+5,782
New +$1.55M 1.35% 19