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Evelyn Partners Investment Management Services’s Salesforce CRM Stock Holding History

Evelyn Partners Investment Management Services’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 		$1M Buy
4,621
+773
+20% +$168K 0.13% 66
2025
Q1 		$1.03M Buy
+3,848
New +$1.03M 0.18% 58