Fermata Advisors’s Salesforce CRM Stock Holding History

Fermata Advisors’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 Q3	$230K	Sell
2025 Q2	$335K	Sell
2025 Q1	$590K	Buy
2024 Q4	$393K	Sell
2024 Q3	$519K	Buy
2024 Q2	$356K	Sell
2024 Q1	$418K	Buy
2022 Q1	–	Sell
2021 Q4	$223K	Buy
2021 Q3	$226K	Buy