Generate Investment Management’s Salesforce CRM Stock Holding History

Generate Investment Management’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	$4.96M	Sell
2025 Q1	$15.3M	Sell
2024 Q4	$24.3M	Buy
2024 Q3	$19.9M	Buy
2024 Q2	$5.98M	Sell
2024 Q1	$16.4M	Buy
2023 Q4	$8.77M	Buy