Gradient Capital Advisors’s Salesforce CRM Stock Holding History

Gradient Capital 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 Q2	$354K	Buy
2025 Q1	$344K	Buy
2024 Q4	$418K	Hold
2024 Q3	$342K	Buy
2024 Q2	$309K	Buy
2024 Q1	$360K	Buy
2023 Q4	$313K	Sell
2023 Q3	$241K	Buy
2023 Q2	$210K	Buy