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Evelyn Partners Investment Management’s Salesforce CRM Stock Holding History

Evelyn Partners Investment Management’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 		$6.76M Sell
23,393
-352
-1% -$102K 0.28% 56
2025
Q1 		$6.35M Buy
+23,745
New +$6.35M 0.29% 57