Farrell Financial’s Salesforce CRM Stock Holding History

Farrell Financial’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Buy
2025 Q1	$388K	Hold
2024 Q4	$483K	Hold
2024 Q3	$465K	Buy
2024 Q2	$371K	Buy
2024 Q1	$411K	Hold
2023 Q4	$277K	Buy