GCA
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Gallagher Capital Advisors’s Salesforce CRM Stock Holding History

Gallagher Capital Advisors’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 		$1.13M Sell
4,203
-550
-12% -$148K 0.91% 31
2025
Q1 		$1.28M Buy
4,753
+106
+2% +$28.4K 0.97% 29
2024
Q4 		$1.55M Buy
+4,647
New +$1.55M 1.13% 25